Financial Planning in Asheville, NC
Asheville, North Carolina is known for its mountain views, thriving arts scene, and mix of professionals, entrepreneurs, and retirees. With its growing population and diverse economy, many Asheville residents are balancing multiple financial goals — from building wealth during peak career years to planning for retirement in a community they love.
Golden Legacy Wealth Management partners with Asheville families, professionals, and retirees to create clear financial strategies that support long-term security and lifestyle goals.
Services Offered in Asheville:
Retirement Income Planning
Retirement Income Planning
Retirement Income Planning
Many Asheville residents move here for the quality of life, making retirement planning a top priority. We create retirement income strategies that draw from multiple sources — Social Security, pensions, retirement accounts — while accounting for inflation and healthcare costs. Our goal is to provide income that supports both essentials and lifestyle enhancements like travel or second homes.
Investment Management
Retirement Income Planning
Retirement Income Planning
Asheville’s mix of business owners, young professionals, and retirees means investment needs vary widely. We tailor investment strategies to align with your personal goals and risk tolerance. Whether you need to grow wealth, preserve it, or generate steady income, our disciplined, diversified approach ensures your money is working for you.
Estate & Legacy Planning
Estate & Legacy Planning
Estate & Legacy Planning
For many Asheville families, legacy planning is just as important as retirement. We help design estate plans that protect assets and ensure they pass smoothly to children, grandchildren, or charitable causes that reflect your values. Our services reduce unnecessary costs and give you peace of mind knowing your loved ones are secure.
Tax Strategies
Estate & Legacy Planning
Estate & Legacy Planning
North Carolina residents face state and federal tax challenges that can impact long-term planning. We develop tax-efficient strategies that minimize liabilities — from Roth conversions and charitable giving to retirement account withdrawals.
Why Asheville Residents Work With Us:
We combine fiduciary care with a local understanding of what makes Asheville unique: a blend of creativity, independence, and community spirit. Our plans help you focus on living the life you want while we handle the financial details.
👉 Build your financial future in Asheville, NC!
Copyright © 2023 Kimberly Jamieson, Financial Planner - All Rights Reserved.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 28411 Northwestern Hwy., Ste 1300, Southfield, MI 48034. (248) 663-4700. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, IL, MI, NC, NV, OH, TN, TX, and WY. No offers may be made or accepted from any resident outside the specific states referenced. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
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