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 an efficient 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.