Skip to main content

Wake Wealth Management Co.

  •  Tel: 919-570-3300
  •  Toll Free:
  •  Fax:
  •  
  •  
  •  

Wake Wealth Management Co.

  • Home
  • Blog
  • Contact

Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission

  Previous   Next

    You are here

  1. Home
  2. Tell a Friend

Tell a Friend

We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend!

Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means.


Book a Meeting

Tell a Friend

4509 Creedmoor Road, Suite 201
Raleigh, NC
27612 United States

  •  Tel: 919-570-3300
  •  Toll Free:
  •  Fax:
  •  troy@wakewealth.com
  •  
  •  
  •  

Serving clients in Raleigh, Cary, Durham, Chapel Hill and other Triangle area cities.

Securities offered through Grove Point Investments, LLC, member FINRA, SIPC. Investment Advisory Services, including financial planning services offered through Wake Wealth Management Co which is not affiliated with Grove Point Investments, LLC. Click here to view Form CRS.

© 2025 Wake Wealth Management Co.. All rights reserved.

Website Design For Financial Services Professionals