The Preferred Client Group

The Preferred Client Group We are an Investment Management and Certified Financial Planning (CFP) firm located in Downtown Rale Please see website for full disclosures.

We are an Investment Management and Certified Financial Planning (CFP) firm located in Downtown Raleigh, NC.

06/01/2026

Intentions are great. Outcomes matter. Here's what to know.

05/29/2026

Expense ratios have dropped a lot since 2005.

05/25/2026

Adding a child to the deed? Read this.

05/18/2026

It's a system that needs to connect.

05/11/2026

A forgotten form can override your will.

05/08/2026

Your Risk Number® helps quantify how much risk you're comfortable with so your investments align with your expectations. Discover yours in minutes.

05/01/2026

Your Risk Number® measures how much market fluctuation you're comfortable with so your portfolio aligns before volatility hits. Find yours in 5 minutes.

05/01/2026

See what a century of investing history shows.

04/24/2026

Your Risk Number® reveals the level of market volatility you're truly comfortable with and whether your investments match. Find yours in 5 minutes.

04/24/2026

History shows why comfort can come at a cost.

Address

116 N West Street, Suite 220
Raleigh, NC
27603

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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