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Pinehurst Wealth Management

We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.

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Achieve Your Financial Goals with Expert Guidance from Pinehurst's Premier Financial Advisors.

INDIVIDUALS

INDIVIDUALS

As an independent fiduciary, we are dedicated to offering objective and unbiased advice, helping you achieve your investment and planning goals.

Wealth Management
BUSINESSES

BUSINESSES

We offer objective and unbiased guidance to help your company create and manage effective retirement plans for your employees.

Retirement Plan Services
ENTREPRENEURS<br/>

ENTREPRENEURS

Business owners face unique challenges. We offer tailored solutions for maximizing company value, reducing risks, and optimizing tax planning.

Business Owner Consulting
Meet Glenn

Meet Glenn

Meet Glenn Moore, CFA®, CFP®, CAIA®, the head of our Wealth Management division and Pinehurst resident. With his expertise, you can confidently navigate your financial journey.

Glenn and our team of seasoned advisors are here to help you:

    • Make informed investment decisions
    • Develop a personalized wealth management strategy
    • Achieve your financial goals

Our approach is holistic, focusing on creating a comprehensive plan for your financial future. We provide ongoing support and tailored advice to ensure you stay on track and achieve long-term success.

Schedule a meeting with Glenn here!

Why Choose Gordon Asset Management?


Choosing the right financial advisor is crucial to achieving your financial goals. At Gordon Asset Management, we are committed to providing objective and unbiased advice as an independent fiduciary. Our team of seasoned professionals in Pinehurst is dedicated to delivering exceptional service and personalized solutions that meet your unique needs.

If you are looking for expert wealth management services in Pinehurst, contact us today to schedule a consultation. Let us help you achieve financial peace of mind and build a secure future.

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Comprehensive Wealth Management Services in Pinehurst

Comprehensive Wealth Management Services in Pinehurst

At Gordon Asset Management, we understand that wealth management is a holistic process that goes beyond just investment advice. Our wealth management services are designed to help you navigate the complexities of financial planning, ensuring that every aspect of your financial life is expertly managed. As a trusted financial advisor in Pinehurst, we offer a wide range of services tailored to meet your unique needs and goals.

Personalized Investment Strategies

Personalized Investment Strategies

Our approach begins with understanding your financial goals, risk tolerance, and time horizon. We develop personalized investment strategies that are aligned with your objectives, whether it's growing your wealth, preserving your assets, or generating income. Our team of experienced advisors utilizes advanced tools and research to create diversified portfolios that optimize returns while managing risk.

Retirement Planning

Retirement Planning

Planning for retirement is a crucial component of our wealth management services. We help you create a comprehensive retirement plan that ensures you can maintain your desired lifestyle in your golden years. This includes evaluating your current savings, projecting future income needs, and implementing strategies to maximize your retirement savings. Whether you are just starting to save or are approaching retirement, we provide the guidance you need to secure your financial future.

Tax-Efficient Strategies

Tax-Efficient Strategies

Effective tax planning is essential to preserving your wealth. Our advisors work with you to develop tax-efficient strategies that minimize your tax burden and maximize your after-tax returns. This includes investment selection, asset location, and timing of withdrawals. We stay updated on the latest tax laws and regulations to ensure your financial plan remains compliant and advantageous.

Say Hello

Say Hello

We are proud to serve the Pinehurst community with tailored financial services. 

Stop by our office at:
285 Olmsted Boulevard Suite 12
Pinehurst, NC 28374
866.216.1920  or  Schedule a Meeting