Financial Consulting

Investment Management

Is your money working for you? And is your bank?

The been-there-done-that, one-size-fits-all approach to investing might be easy and convenient, but it rarely fulfills potential. The BNC Financial Consultants have an entirely different perspective. We devote significant time to getting to know our affluent clients, their unique circumstances and their investment goals. And we do this before considering making any recommendation on strategy.

We start by evaluating your objectives and risk tolerance, then develop a plan focused on meeting both your long- and short-term goals. We offer a comprehensive, unbiased mix of investment strategies, all centered on your financial needs.

Through our relationship with LPL Financial, we work to minimize risk, manage available tax advantages and pursue your investment objectives, offering a variety of investment vehicles such as:

  • Stocks and bonds
  • IRAs
  • Unit Investment Trusts
  • Annuities
  • Mutual funds
  • Fee-based products

The easy way is not the BNC way. In short, we design and build highly personalized investment programs with your best interest at heart, not the bank’s.

Securities offered through LPL Financial, member FINRA and SIPC. Insurance products offered through LPL Financial or its licensed affiliates. BNC Bank and BNC Financial Consulting are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured BNC Bank deposits and are not FDIC insured. These products are not obligations of BNC Bank and are not endorsed, recommended or guaranteed by BNC Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, AR, CA, CO, CT, FL, GA, IL, IN, KS, KY, ME, MD, MA, MN, MS, MO, NV, NJ, NM, NY, NC, OH, OK, PA, SC, TN, TX, UT, AND VA. BNC Private Banking, BNC Trust & Wealth Management, BNC Financial Consulting and LPL are not registered brokers/dealers and are not affiliated with LPL Financial.

Bank of North Carolina is a Division of Pinnacle Bank and is Member FDIC and an An Equal Housing Lender Equal Housing Lender. Only deposit products are FDIC insured. Loans are subject to credit approval. The information provided herein should not be considered tax or legal advice. Please consult with your attorney or tax advisor on your individual circumstances.

 

BNC Wealth Services does not provide, and is not responsible for, the product, service, or overall website content available at the LPL Financial website. BNC Bank's privacy policy does not apply to this site. Once on the site select 'Privacy Policy' for details on LPL Financial's current privacy policy. Proceed.
BNC Wealth Services does not provide, and is not responsible for, the product, service, or overall website content available at the FINRA website. BNC Bank's privacy policy does not apply to this site. Once on the site select 'Privacy Policy' for details on FINRA's current privacy policy. Proceed.
BNC Wealth Services does not provide, and is not responsible for, the product, service, or overall website content available at the SIPC website. BNC Bank's privacy policy does not apply to this site. Once on the site select 'Privacy Policy' for details on SIPC's current privacy policy. Proceed.
BNC Wealth Services does not provide, and is not responsible for, the product, service, or overall website content available at the FINRA website. BNC Bank's privacy policy does not apply to this site. Once on the site select 'Privacy Policy' for details on FINRA's current privacy policy. Proceed.