Description: High-net-worth clients save thousands every year with flat fee financial advisor services. Wedmont is a leader in offering modern private wealth management solutions to clients across the nation.
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We believe the equation for successful investing is simple: Comprehensive Advice Tax Efficient Portfolios Lower Fees Better Results. Schedule A Confidential Consultation "Private Wealth Management for the Sophisticated Investor" *Our flat fee financial advisors serve investors with assets in excess of $1,000,000 and provide private wealth management services in a new and novel way.
We believe the traditional model of Private Wealth Management is broken. So we created a better way. Founded by Credit Suisse and Vanguard alums, Wedmont was built on the belief that successful investors deserve better from their financial advisors. We are fiduciary and flat fee financial advisors who specialize in private wealth management for high-net-worth investors and families.