80% of business owners want to stop working in their business in the next 10 years, however only 20% have written plans to transfer ownership".*

*BEI Business Owner Survey, 2022
With over 170 years of combined experience, our practice aims to excel at working with business owners, including vacation rental management (VRM) owners. At the Whichard Woolard & Mitchell Wealth Management, we understand the sense of pride and joy that comes from seeing a dream become a reality. A family asset has been created that provides financial confidence today and if transitioned properly, can be life-changing for generations to come.
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Partners in Your Investment Life

In striving to deliver life-changing results, we’re confident that our practice will allow our clients to enjoy a better life. To us, our clients are more than relationships – they are our friends.

Let’s Have a Conversation

Our team welcomes the opportunity to meet with you to learn more about your financial objectives, and discuss how we can serve as a resource to help you develop strategies designed to help bring your ideal investment future to the forefront. Please contact us today to schedule a no-obligation portfolio review or consultation.

Proudly serving clients out of three office locations in Eastern, NC!

Whichard Woolard & Mitchell Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AZ, CA, CO, CT, DE, FL, GA, ID, MA, MD, MI, MO, MS, NC, NJ, NY, OH, PA, SC, TX, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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