Peace Of Mind Wealth Management

Aralys Castillo is a Series 65-licensed advisor at Peace of Mind Wealth Management in Raleigh, NC, with one year of experience in the financial industry. Prior to joining the firm, she was self-employed for five years and has additional work experience at Advanced Auto Parts and the University of North Carolina at Greensboro. Peace of Mind Wealth Management is a team-based registered investment advisor managing approximately $283 million for individuals, trusts, foundations, corporations, and charitable organizations. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, utilizing a range of securities and third-party model managers while coordinating comprehensive financial, estate, and tax planning services.

Taylor Wolverton is a CFP® with three years of industry experience and is currently affiliated with Peace of Mind Wealth Management and POM Investment Strategies, LLC. He has worked at several firms including Wealth Mode Financial Planning and Deseret Mutual Benefits Administrators. Wolverton is also involved with POM Tax Strategies, LLC, a related entity providing tax preparation and filing services. Peace of Mind Wealth Management is a team-based registered investment advisor serving individuals, trusts, foundations, corporations, and charitable organizations. The firm manages approximately $283 million and utilizes a top-down, macro-environmental approach to tactical asset allocation, employing a mix of mutual funds, ETFs, individual equities, and fixed income tailored to client objectives.

Lauren Stancil is a financial advisor at Peace Of Mind Wealth Management in Raleigh, NC, with four years of industry experience. She holds a Series 65 credential and has worked at several firms including Nexxus Partners and The OConnor Group. Outside of finance, she consults in Human Resources for small businesses. Peace Of Mind Wealth Management serves individual and high-net-worth clients as well as corporations, trusts, foundations, and charitable organizations, providing investment management and financial planning. The firm employs a top-down, macro-environmental approach to tactical asset allocation and integrates tax-aware planning and estate services into its advisory offerings.

Joshua Burgess is a CFP® and holds a Series 65 license with four years of industry experience. He is currently an advisor at Peace Of Mind Wealth Management in Raleigh, NC, where he has worked since 2024. Prior to this, he held roles at Choreo, LLC and RSM US Wealth Management LLC. Peace Of Mind Wealth Management serves individual and high-net-worth clients as well as entities including corporations, trusts, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation, utilizing mutual funds, ETFs, equities, and fixed income across discretionary and non-discretionary services.

Nicholas Tolerton is a financial advisor at Peace Of Mind Wealth Management with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Strategic Wealth Investment Group and Equitable Advisors. Peace Of Mind Wealth Management serves individual and high-net-worth clients as well as entities such as corporations, trusts, and charitable organizations, offering investment management and financial planning with a top-down, macro-environmental approach to tactical asset allocation. The firm integrates estate planning and tax-aware strategies into its advisory services and utilizes both internally developed and externally sourced portfolio models.

Mursaleen Tariq is a CFP® certificant with 12 years of industry experience, currently serving at Peace Of Mind Wealth Management in Raleigh, NC. His work history includes roles at Reutemann Financial Solutions, Inc., and Diversified Estate Services. Outside of advisory work, he is a partner in a real estate and land development business. Peace Of Mind Wealth Management serves individual and high-net-worth clients, as well as entities such as corporations, trusts, and foundations. The firm employs a top-down, macro-environmental tactical asset allocation strategy, integrating estate planning and tax-aware financial planning with portfolio management across various asset classes.

Nicholas Hymanson is a Certified Financial Planner® with seven years of industry experience. He is currently with Peace Of Mind Wealth Management and has prior experience at POM Investment Strategies, Truist, and SunTrust Robinson Humphrey. In addition to his advisory work, he is licensed as an insurance agent for various carriers. Peace Of Mind Wealth Management serves individual and high-net-worth clients, as well as corporations, trusts, foundations, and charitable organizations, offering investment management and financial planning. The firm employs a top-down, macro-environmental approach to tactical asset allocation and incorporates estate planning and tax-aware financial planning into its advisory services.

Radon Stancil is a CFP® professional with 18 years of industry experience, currently serving at Peace of Mind Wealth Management. His prior roles include positions at Reutemann Financial Solutions, Inc. and Diversified Estate Service, LLC. In addition to his advisory role, he is a managing member of POM Tax Strategies, LLC, which provides tax preparation and filing services. Peace of Mind Wealth Management is a team-based registered investment advisor managing approximately $283 million for individuals, trusts, foundations, corporations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation, utilizing mutual funds, ETFs, individual equities, and fixed income, while integrating financial planning and coordinating estate and tax planning through affiliated entities.