Our Approach

Our Approach

Harness the power of partnership.

Success necessarily brings with it financial complexities that require careful handling. Which is where BNC comes in. We recognize that the various facets of your financial life are interdependent—from daily money management, to investing for future events and retirement, to executing your final wishes. To achieve a truly integrated path aimed at financial success, we have brought together our top talent to work with you on developing and implementing a customized, objective and cohesive plan. As a result, your finances are woven together, blended seamlessly, all with the intent to accumulate, preserve and transfer wealth. At BNC Wealth Services, our purpose is straightforward: to deliver more than you expect.

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.