Gordon Asset Management, LLC :: Wealth Management, Retirement Plans, Investment Advisor, Exit Planning: Combo Defined Contribution/Cash Balance Qualified Plan

• Our Partners
• Plan Level Benchmarking
• Fiduciary Services
• Plan Investment Due Diligence
• Employee Communication & Services
• Qualified Plans: • 401K; • Defined Benefit; • Combo Defined Contribution/Cash Balance; • Other Defined Contribution
• Non-Qualified Plans

Combo Defined Contribution/Cash Balance Qualified Plan

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Our philosophy is client centric and custom from the bottom up in designing investment programs to meet every individual's unique circumstances and goals as they evolve over an investing lifetime.

Whether a client has $500,000 or $5,000,000 in liquid assets, it is equally painful to suffer capital losses that can diminish a lifetime of accumulated wealth. As an independent registered investment advisor, Gordon Asset Management, LLC, is uniquely positioned to provide advice on a fee basis with full disclosure and no conflicts of interest. Read More >

Gordon Asset Management, is North Carolina's premier Asset Management company, specializing in Wealth Management, Retirement Plans and Exit Planning services. Located in the Research Triangle of Raleigh-Durham and Chapel Hill , Gordon Asset Management services the Triad of Greensboro, High Point and Winston-Salem as well as throughout North Carolina, East Tennessee and South Carolina.

Investment advice provided by Gordon Asset Management, LLC, a registered investment advisor with the Securities and Exchange Commission.

"Representatives registered with and securities offered through CW Securities LLC, a registered broker/dealer, and Member of the FINRA/SIPC. Gordon Asset Management, LLC and CW Securities LLC are not affiliated."