3356 Six Forks Road
Lily Wealth Partners
Your goals. Our plan.
Lily Wealth Partners' first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. Financial planning and wealth management for families in the Raleigh, Durham, Cary area that includes stocks, bonds, mutual funds, annuities, insurance, long term care and fee based asset management.
We create financial planning and wealth management strategies that are tailored to your needs and goals. Including life insurance, long term care, stocks, bonds, mutual funds, ETF's, annuities and more.
Years of experience have prepared Lily Wealth Partners to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
"An investment in knowledge pays the best interest."
- Benjamin Franklin
How Women Can Prepare For Retirement
Lily Wealth Partners work together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind. We provide financial planning and wealth management at your dining room table, or through online meetings.
Lily Wealth Partners will work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy. Traditional IRA's, Roth IRA's, college savings plans, 401k? It's a confusing world out there. We will partner with you for your retirement and estate planning needs.