About Cherry Bekaert Wealth Management

Cherry Bekaert Wealth Management brings together years of hands-on, wealth management leadership experience and objectivity. Our mission is to help families clearly define their goals and to design a long-range plan that maximizes the probability of achieving all that is important to them.

We define wealth management as a structured and thoughtful process that provides family- specific investment solutions, advanced planning and relationship management. Our advice is not limited to investments; we can assist families with wealth enhancement, wealth transfer, wealth protection and charitable planning. We lead families through a complex process to help them identify and understand their needs and related investment strategies. The comprehensive nature of this process increases the likelihood of achieving the family’s goals.