Philip Giordano is a financial advisor at Wake Wealth Management Co. in Raleigh, NC, with 12 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Uber. Giordano has been involved with Wake Wealth Management Co. since 2013 and has additional experience in independent insurance and college admission and funding. Wake Wealth Management Co. provides financial planning and investment advisory services to individuals, families, trusts, charitable organizations, foundations, endowments, and institutional clients. The firm emphasizes written financial plans and generally delivers advice on a non-discretionary basis, employing a range of investment strategies tailored to client-specific plans.

Troy Smith is a financial advisor with Wake Wealth Management Co. in Raleigh, NC, holding the CFP® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including roles at LPL Financial, Grove Point Investments, and as an independent insurance agent. Outside of advising, Smith is active as an artist and musician. Wake Wealth Management Co. provides financial planning and investment advisory services to individuals, families, trusts, charitable organizations, foundations, endowments, and other institutional clients. The firm emphasizes written financial plans and primarily delivers advice on a non-discretionary basis, employing a variety of investment strategies tailored to client-specific plans.