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Colfax, NC Financial Planner

Protecting Your Family With Smart Financial Advice

Colfax is a community with powerful connections to both the past and has a vision for the future.  Colfax boasts gorgeous community parks including Triad Park, Robert G. Shaw Farmers Market, historic buildings, and a tight knit community.  These allow for a sense of shared history, vision, and trust.  At Wisdom Wealth Care we share these values.  We are proud to serve the Colfax’s residents in reaching their financial goals.

Wisdom Wealth Care is one of the leading wealth management teams in the Triad area. We utilize a holistic, balanced approach to wealth management. Our thorough financial solutions help our clients grow, safeguard, and utilize their wealth. Through a exclusive combination of time tested capabilities and experience, we create customized financial plans that we implement to help our clients pursue their financial goals. We help our clients plan their ideal retirement, manage their investments, tax plan, create an estate plan, create an education plan and customize any special situations that may occur.  We aim to assist our clients in their pursuit of true financial peace of mind. 

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Our Financial Services

Better decisions lead to better outcomes. We utilize powerful financial planning software, filtered through our decades of experience to help illuminate the path forward. We assist our clients in making better decisions to give themselves the best chance for financial success. Anytime our clients face a critical financial decision, we serve as a sounding board to think through possibilities and help them make the best decision in their unique circumstances.

The best investments are those that are both easy to understand and effective. We use strategies supported by long standing and ongoing research to construct portfolios that are effective, straightforward, and understandable. Any investment you don’t understand, is an investment you are more likely to sell when markets go down. This makes it a bad investment. We believe the best investment for you is the one that gives you the best chance of successfully reaching your financial goals.

Retirement, or the work optional lifestyle, is the main financial goal for many of our clients. We focus on providing guidance on the important issues of: How much should I save for my retirement? When can I retire? How should I be invested? How much can I spend in retirement without running too high a risk of running out of money? This involves striking a balance between spending now and investing for the future. We want you to have confidence that your future will be sound, while not skimping so much now that your present is uncomfortable. We use powerful software and dozens of years of shared experience to give customized, data driven advice on how to have a good retirement, whatever that means to you.

Everyone needs an estate plan. It is not an ‘if’, but rather ‘when’ you will need your estate plan. We realize that safeguarding your legacy is important to you and to your family. During our process, we get to know you and those who are important to you. So when the time comes for someone else to handle your financial affairs, everything runs as smoothly as possible. We have a partnership with The Law Offices of Cheryl David to ensure your wishes are followed.

We believe protecting what is important, is an integral part of a financial plan. No financial plan is finished without considering risk management. We aid our clients in managing the risks of untimely death, disability, or extended long term care need. Insurance is one of the tools that can be used to manage these risks. We help our clients determine what risks they are willing to accept, and which risks they would rather insure against.

Top Questions We Receive

How much should I have in my emergency fund?

    • While any emergency fund is better than nothing, typically 3-6 months of living expenses is a good target. This means is a family spends $3,000/month a good emergency fund target could be between $9,000 and $18,000.

When should I get life insurance?

    • There are number of different reasons for life insurance. However, the most common reason for life insurance is to replace your income for the people who depend on it.  This could include your spouse, partner, children, or other dependents.  In this situation life insurance becomes necessary when you have people who are dependent on your income.


If you would like to learn more about us, please send us an email at or give us a call at 336-218-9344.  We look forward to hearing from you!