Private Wealth Management of North Carolina LLC

Matthew Woodlief is a financial advisor at Private Wealth Management of North Carolina LLC with 14 years of industry experience. He has been with Private Wealth Management since 2011 and holds a Series 65 designation. Outside of advisory work, he is a managing member of Six Forks and Wind Chime LLC, a real estate-related business. Private Wealth Management of North Carolina provides discretionary investment management, financial planning, and consulting services to a range of clients including individuals, families, trusts, and institutions. The firm employs a diversified asset-allocation strategy with strategic and tactical adjustments and sponsors a wrap fee program with a multimillion-dollar qualification threshold.

Richard Speers is a financial advisor at Private Wealth Management of North Carolina LLC with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Private Wealth Management of North Carolina in 2010, he has been involved in tax and management consulting as managing member of Choplin, Harp & Speers, LLC, and serves on the board of Velleros, Inc., a telecommunications company. Additionally, he is a member of the board of directors for the North Carolina State University Endowment Fund. Private Wealth Management of North Carolina provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, retirement plans, corporations, charitable foundations, and pension plans. The firm follows a diversified asset-allocation strategy with both strategic and tactical adjustments and sponsors a wrap fee program with a multimillion-dollar qualification threshold.

Toney Falkner III is a financial advisor with Private Wealth Management of North Carolina LLC in Raleigh, NC. He holds Series 63 and Series 65 credentials and has 24 years of industry experience. He has been with Private Wealth Management of North Carolina since 2009. Outside of advising, he is a managing member of a real estate-related LLC. Private Wealth Management of North Carolina provides discretionary investment management, financial planning, and consulting services to a range of clients including high-net-worth individuals, families, trusts, and pension plans. The firm employs a diversified asset-allocation strategy with strategic and tactical adjustments and sponsors a wrap fee program for qualifying accounts.