Testament Wealth Management
About
Testament Wealth Management is a locally owned, fee-only financial planning firm on High House Road in Cary. It works with professionals and families on comprehensive planning, tax strategy, and long-term wealth management, and the plans are built around the particulars of a client’s life.
Nick Faulkner, a CFP, started the firm after nearly a decade at larger wealth management companies. He set it up to help people through the moments that matter most, which in practice means the family, the career, and the future being planned for.
What to know
- The firm works with more than 500 clients.
- Those clients come from about 15 different industries.
- The team brings 20 years of experience to the work.
- The stated philosophy is empowering progress through precision and integrity.
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