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Contact Us
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| Address: |
201 Shannon Oaks Circle, Suite 200 |
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Cary, NC 27511 |
| Phone: |
919-654-7321 |
| Fax: |
919-654-7322 |
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To request further information, fill out the form below.
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Disclosure
Doctorwealth.com SM, LLC (DWC) is a Registered Investment Advisory firm located in Cary, North Carolina. We do not provide investment advice from this website. The website is intended to provide general information about our services. The website provides copies of articles we have published and retained copyright. Advice is only provided when:
1. We provide a disclosure statement to the client.
2. Execution of Engagement Agreement, Investment Advisory Agreement, and Asset Management Agreement is done.
3. Payment of a planning or investment advisory fee is received.
DWC will conduct business in states where it is registered. DWC will provide a copy of our fee schedule upon written request. We make no representation for the accuracy of information provided on sites linked to our website.
DWC uses Ameritrade for custody and brokerage services. DWC receives no remuneration from Ameritrade indirectly for services provided to clients. All fees (custody, trading, any other) charged by Ameritrade on the client’s account are direct, and in no way involve DWC. DWC will not have custody and will not have discretion of client assets.
DWC may recommend Mutual Funds from Dimensional Fund Advisors (DFA). DWC receives no remuneration whatsoever from DFA. DWC is in no way affiliated with DFA. Doctorwealth.com LLC is owned by Triangle Wealth Management LLC.
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