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Summerfield, NC Financial Planner

Protecting Your Family With Smart Financial Advice

Summerfield is a town with strong roots in the past, and a vision for the future.  Summerfield boasts gorgeous community parks, walking trails and a tight knit community that allows for a sense of belonging and trust.  At Wisdom Wealth Care we share these values.  We are proud to serve the Summerfield’s residents in reaching their financial goals.

Wisdom Wealth Care is one of the top wealth management firms in the Triad area.  We use a balanced approach to wealth management.  Our thorough approach to financial solutions helps our clients grow, protect, and enjoy their wealth. We provide a unique combination of knowledge, capabilities, and expertise.  We customize and implement wealth management plans designed to help our clients achieve their financial goals.  We address their ideal retirement, tax planning, investment planning and help them achieve their financial goals like funding their children and grandchildren’s education.  We aim to assist our clients reaching true financial peace of mind.

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Our Financial Services

Financial Planning

  • We believe that wiser decisions lead to better results.  We use state of the art financial planning software, along with our decades of personal financial planning experience to help guide the path forward.  We help our clients make wiser decisions to give themselves the best chance for overall financial success, whatever that means to them.  Anytime our clients face a crucial financial decision, we serve as a sounding board to think through courses of action and help them make the best decision in their unique circumstances.

Investment Planning

  • We believe the best investments are both simple and effective.  We use investment strategies supported by long standing and ongoing research to build portfolios that are effective and easy to understand.  Any investment you do not understand, is one you are more likely to sell when markets eventually drop, making it a bad investment.  We are guided by the principle that the best investment for you is the one that gives you the best chance of reaching your financial goals and maintaining your peace of mind.

Retirement Planning

  • We believe retirement is the primary financial goal for most of our clients. When we say retirement, we mean being able to do whatever you want with your time. This could be spending time with family, working in a job you love, traveling or anything else.  We specialize in providing guidance on the important issues of: When can I retire? How much can you spend in retirement without running too high a risk of running out of money?  How much should I save for retirement? How should I be invested?  We want you to have peace of mind about your future, while not scrimping so much now that your present is unpleasant. We use robust software and decades of shared experience to give personalized data driven advice on how to have a successful retirement, whatever that means to you.

Estate Planning

  • We believe everyone needs to prepare an estate plan.  It’s not an ‘if’, but rather a ‘when’ you will die and/or become disabled and need an estate plan.  We realize that protecting your legacy is crucial, both to you and your family. We get to know our clients and those important to them, so that when the time comes for someone else to manage their financial affairs, the process runs as smoothly as possible. We partner with The Law Offices of Cheryl David to ensure your wishes are followed.

Insurance & Risk Management

  • We believe in protecting what is important to you.  No financial plan is finished without contemplating risk management.  We help our clients manage the risks of untimely death, disability, extended long term care need and more.  Insurance is one of the many tools that can be used to manage these risks.  We help our clients examine what risks worth taking, and which risks they would rather insure against.

Top Questions We Receive

How do you account for inflation in retirement planning?

  • There are many risks in retirement, one of them is the risk your income will not increase at the same rate as your expenses. One way to mitigate this risk is with investments that can grow as fast or faster than inflation. A couple examples include stocks and real estate. Talk to a financial planner for a more in-depth analysis of your individual situation.

What are the potential risks of not planning for retirement?

  • One of the risks in failing to plan for retirement is being unable to stop working when you want to. Or being forced to find a way to live on what you have if you are unable to work due to disability or unforeseen circumstances. The average retirement age in the United States is 62, and many of these people retired because they were forced to, not because they wanted to.

Contact Us Today

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