business investments and consulting

With personalized guidance and professional insight, Investment Representatives registered through SPF* at Oak Ridge Wealth Management will help you choose a business retirement plan that benefits you, your business and your employees. Our goal is to make it easier for you to offer a retirement plan and help your employees save for retirement.

We also offer greater flexibility in choosing and administering your company’s retirement plan. Unlike some financial institutions, we’re not limited to offering a short list of plan options. We will take the time to listen to you, learn the requirements of your specific business, and then make a recommendation that is the best fit for your organization.

Through our broker-dealer, SPF*, we offer a variety of options specifically tailored to business including:

  • Defined Contribution Plans
  • Defined Benefit Plans
  • Buy/Sell Arrangements
  • Executive Compensation Plans

Contact us today to schedule a free, no-obligation appointment by calling Client Connect at 336-644-9944, use our online contact form, or stop by one of our convenient Triad office locations to start designing a plan today.

Oak Ridge Wealth Management clients may click on the button below to view your investment portfolio online.

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Check the background of Financial Advisor Jamie Whitt on FINRA’s BrokerCheck.

*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA/SIPC)  and SEC Registered Investment Advisor. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The Bank has contracted with SPF to make non-deposit investment products and services available to bank clients. For specific tax advice, please consult a qualified tax professional.

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker-dealer (“BD”) or investment advisor (“IA”) may only conduct business in the state if the representatives and the BD or IA they represent (a) satisfy the qualifications requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licensure requirements.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

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