Wealth Management

The Piedmont Wealth Management Division is bifurcated to service the needs of two markets: accredited investors with investment assets in excess of $3 Million and those clients with investment assets less than $3 Million. The latter group of investors is provided sophisticated investment management techniques to grow their wealth. The former group is serviced by the Piedmont Multi-Family Office which provides high net worth clients with institutional quality portfolios and the level of care, expertise and service they would come to expect at a well-run private client group at a great value.

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