Wealth Management

Raleigh, NC Wealth Management Services

At RGA Investments, we think it’s time that investors had a better way to invest, with more choices and more control. That’s the goal of our Wealth Management Platform. We offer broad diversification across asset classes and investment vehicles. Our customized portfolios bring an added level of sophistication to your investments through features such as:

  • Transparency of fees, holdings and valuations
  • Potential saving through tax harvesting and tax deferral
  • Direct ownership in securities
  • Alternative investments

We’re proud to be one of the Raleigh area’s most trusted wealth management firms. Contact RGA Investments today for a free portfolio review and financial planning consultation. Rick Gardner, our experienced investment advisor, looks forward to helping you achieve your financial goals with our proven Wealth Management Platform.

Contact us today for your free portfolio review