GOLDSBORO, N.C. – Arbor Wealth Management announced the opening of its new Goldsboro office in August 2024, expanding the firm’s reach into eastern North Carolina. The new location, led by Goldsboro native Domenica Stuckey, represents the company’s commitment to providing personalized financial planning services to local communities.
Local Leadership Drives Expansion
The mission for 2025; Stuckey, who brings deep community ties to her role, leads a dedicated team focused on helping clients navigate complex financial decisions. “Our mission is to empower clients with the knowledge and confidence to make smart financial decisions that impact their lives and future generations,” the company stated.
The Goldsboro office emphasizes a client-centric approach, recognizing that financial planning can be overwhelming for many individuals and families. By focusing on each client’s individual needs, the team aims to simplify the decision-making process and make financial planning more accessible.
Comprehensive Five-Step Process
Arbor Wealth Management has developed a structured approach to financial planning that guides clients through their financial journey:
Initial Consultation: The process begins with a comprehensive meeting where advisors outline their methodology and client expectations. Clients receive a detailed questionnaire designed to capture their complete financial picture.
Financial Profile Review: Using completed questionnaires and supporting documents, advisors conduct an in-depth analysis of each client’s financial situation.
Current Position Analysis: The firm presents detailed analysis results, mapping clients’ paths toward protection, savings, and growth while addressing both current and future financial situations.
Strategy Implementation: Based on analytical results and client discussions, the team implements agreed-upon strategies designed to maximize wealth creation while minimizing additional expenditures.
Ongoing Management: Regular scheduled meetings ensure continuous oversight of clients’ financial wellbeing, with modifications made as circumstances change.
Serving North Carolina Communities
The Goldsboro expansion complements Arbor Wealth Management’s existing Raleigh location, allowing the firm to serve clients across central and eastern North Carolina. The company’s approach emphasizes long-term relationships and personalized service delivery.
The company emphasized how they are here to help you turn your goals into reality. Highlighting their commitment to transforming financial aspirations into achievable outcomes.
Contact Information
Goldsboro Office
301 N. Spence Ave., Suite 319
Goldsboro, NC 27534
Raleigh Office
4000 Westchase Blvd., Suite 475
Raleigh, NC 27607
Phone: (919) 755-3051
Website: www.arborwealthnc.com
Social Media: @Arborwealthnc on Facebook and LinkedIn
The Goldsboro office is now accepting new clients and encourages individuals and families to schedule initial consultations to begin their financial planning journey.
