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  2. Areas of Specialization

Areas of Specialization

WEALTH MANAGEMENT

Complete Portfolio Analysis:​

  • Safety, Performance, Efficiency, Low Expenses + Tax Minimization
  • Consolidate + Simplify Accounts
  • Manage Portfolio Risk
  • Diversify Assets According to Goals
  • Choose Investments + Portfolio Managers/Funds
  • Perform On-going Due Diligence
  • Easy-To-Read Gain/Loss Reporting
  • Integrate Data for Clients’ Other Financial Advisors (Attorneys, CPAs)

FINANCIAL PLANNING (Available to Wealth Management Clients Only)

  • Articulate + Quantify Your Life Goals
  • Focus on Tax Elimination + Efficiency
  • Project Future Net Worth
  • Address Legacy Issues
  • Maintain Comprehensive Net Worth Statements
  • Enforce Cash Flow Management Accountability
  • Optimize After-Tax Retirement Income
  • Assess Financial Transition Matters – Change of Life Situations
  • Ensure Professional Advisors are Moving in the Same Direction — Yours

ASSET PROTECTION

  • Complete Life, Disability + Long Term Care Insurance Analysis
  • Placement of Best Products for You
  • Pre-Estate Planning Counseling, Saving Time + Money Before Meeting with Your Attorney
  • Evaluate Best Strategies for Estate Tax Elimination or Savings

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Contact info

  •   428 4th Ave., NW, Hickory, North Carolina 28601
  •   828 322 9595
  •   katherine@waitefinancial.com

Contact us

Securities offered through Registered Representatives of Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates Inc., a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

428 4th Ave., NW, Hickory, North Carolina 28601 United States

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisorrnetworks.com.  

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