onswm.com - Wealth Management | Old North State Wealth Management

Description: We are fiduciary financial advisors - we are bound by law to put our clients interests first and why wouldn't we anyway! If you are not dealing with someone

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We have found that our clients want a single point-of-contact for direct answers to their financial needs. We serve as that resource. In a world increasingly dominated by technology, our clients value the direct connection to our team.

The level of personalized service is a reflection of the client’s particular needs, objectives and constraints. We believe advice is best given with full knowledge of the client’s complete financial picture. Clients rely upon us for matters ranging from the routine to the extraordinary.

Market environments continually change, as they did in the “lost decades” of 1966-1982 and again from 2000-2008. Therefore, we believe that active management should be blended with buy-and-hold to smooth the ride, reduce volatility, and increase long-term results.

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