With over fifteen years of experience, the Armstrong Wealth Management Group is one of the Pee Dee’s comprehensive wealth management firms. We were founded by Regi Armstrong who, after a successful military career and five years with a major investment firm, decided to form a team that would focus on client goals with strategies for growing and protecting their wealth in an environment free of conflicts of interest.
As of December 31, 2012 manages over $170 million in brokerage and advisory assets, representing over 450 households. Through LPL Financial, the nation’s largest independent broker/dealer*, we are able to offer our services on a fee basis. LPL Financial does not have any proprietary investments, nor does it conduct investment banking. As a result, research and investment recommendations are unbiased.
Our typical client has at least $250,000 in assets for us to manage. Our clients tend to be retirees, those about to retire, or medical professionals. They are delegators who are serious about their wealth, but have no desire or time to manage it themselves.
The Armstrong Approach to Wealth Management has five pillars and is anchored by every client being assigned a three person WealthTeam consisting of a Primary Client Wealth Manager, a Support Client Wealth Manager, and a Client Service Manager. Our seven person staff has a strong focus on competency resulting in our firm having one Certified Private Wealth AdvisorSM, two MBAs, one Advanced Wealth Management AdvisorSM, two Registered ParaplannersSM, one Certified Financial PlannerTM, and one person currently working on his Certified Financial PlannerTM.
As a Christian firm, we place a high priority on giving back to the community. We have taken a pledge to contribute 2% of gross revenues to charitable organizations, with half (1%) going to our major cause, Lighthouse Ministries.
*As reported in Financial Planning magazine, June 1996-2012, based on total revenues.