Cherry Bekaert Wealth Management offers clients thoughtful, attentive investment advisory services provided by a team of experienced and objective professionals. Whether your needs center on wealth management or retirement plan consulting, we understand that your focus is on wise financial stewardship, which aligns with your overall mission and vision.

At Cherry Bekaert Wealth Management we believe that the primary way we make a difference is to focus on how we serve you, not just what we do for you. Each day we strive to provide a unique and fulfilling client experience that adds value to your organization or personal situation and exceeds your services expectations.

Wealth ManagementCherry Bekaert

Mission Fulfillment | Retirement Readiness

Navigating the Course | Fiduciary Excellence

Mission Alignment | Financial Preparation

1. Does our retirement plan support the company’s mission?

2. Are employees actually prepared for retirement?

3. Am I ready for a Department of Labor audit?

1. Does your investment portfolio support your objectives and goals?

2. Have you assessed your financial independence?

3. Have you assessed the interaction, efficiency and efficacy of your investment portfolio and related services?

Wealth Management Retirement Plan Consulting

` Wealth Accumulation & Preservation

` Wealth Transfer

` Risk Management

` Mission Fulfillment

` Retirement Readiness

` Fiduciary Excellence

Make It Easy

` We will adapt our communication to what fits best for you, our client: in-person meetings, video conferences, phone calls or electronic communications.

` We will work proactively with you to plan the most efficient yet effective use of the time we spend with you or at your location.

` We will keep things simple.

Keep Our Promises

` We will establish expectations with management, executive leadership and the Board of Directors, and meet our commitments.

` We will put together a detailed timeline for service delivery, keep you apprised of the status & progress and follow through on delivery dates.

Anticipate Your Needs

` Our team will work together to proactively share best practices and provide innovative ideas that make sense to guide you.

` Our 1,000+ associates have a wide range of expertise to meet your specific needs and address new challenges or opportunities that may arise.

Consider Your Interests

` We commit to learn and fully understand your situation and business in order to best serve your needs.

` We will look for ways we can add value to you, as we keep current on personal, business and industry issues that may impact you.

Work as a Team

` We focus on collaboration and communication across the service team to ensure our service delivery is seamless, communication is clear and knowledge is shared.

` We use Client Service Plans (CSPs) to share information and ensure everyone involved has the most current information and that we work together.

Our Five Client Commitments

Cherry Bekaert Locations

Together we can address your most important questions including:

Cherry Bekaert Wealth Management LLC is a subsidiary of the 25th ranked accounting firm in the United States, Cherry Bekaert LLP. Together we have delivered quality wealth management and retirement plan services for most of our combined 69+ year history.

With nearly 1000+ associates located in six states and Washington, D.C. and serving clients across the U.S and Internationally, Cherry Bekaert LLP and Cherry Bekaert Wealth Management LLC offer timely, integrated wealth and tax management, simplifying the process and removing the burden of service provider coordination from our clients.

Cherry Bekaert Wealth Management

cbhwealth.com

Your guide forward

Investment Advisory Services and insurance products are offered through Cherry Bekaert Wealth Management LLC. Our Financial Professional may also act as Registered Representatives. Securities offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY. Cherry Bekaert Wealth Management and Purshe Kaplan Sterling Investments are not affiliated. Cherry Bekaert Wealth Management LLC and Cherry Bekaert are affiliated companies.