Jonathan P. Grocott - Wealth Preservation Associates - Southport, North Carolina

Address: 4330 Southport-Supply Rd SE STE 203, Southport, NC 28461, United States.
Phone: 9104776102.
Website: wealthpreservationassociates.com
Specialties: Financial advisor.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Jonathan P. Grocott - Wealth Preservation Associates

Jonathan P. Grocott - Wealth Preservation Associates 4330 Southport-Supply Rd SE STE 203, Southport, NC 28461, United States

⏰ Open Hours of Jonathan P. Grocott - Wealth Preservation Associates

  • Monday: 9:30 am–4:30 pm
  • Tuesday: 9:30 am–4:30 pm
  • Wednesday: 9:30 am–4:30 pm
  • Thursday: 9:30 am–4:30 pm
  • Friday: 9:30 am–4:30 pm
  • Saturday: Closed
  • Sunday: Closed

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Jonathan P. Grocott – Wealth Preservation Associates: A Trusted Financial Advisor

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For individuals and families seeking comprehensive financial guidance and proactive wealth preservation strategies, Jonathan P. Grocott – Wealth Preservation Associates stands as a reliable and experienced resource. Located in the charming coastal town of Southport, North Carolina, this firm offers personalized financial advisory services designed to meet the unique needs of each client. Their commitment to building long-term relationships, coupled with a deep understanding of the complexities of personal finance, sets them apart.

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About Jonathan P. Grocott – Wealth Preservation Associates

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Jonathan P. Grocott – Wealth Preservation Associates specializes in providing tailored financial advice. The firm’s core mission revolves around safeguarding and growing client assets through strategic planning and diligent investment management. They focus on a holistic approach, considering not just investments but also retirement planning, estate planning, tax optimization, and risk management. The team at Wealth Preservation Associates diligently works to ensure clients achieve their financial goals and maintain a secure financial future. They prioritize open communication and transparency, fostering a collaborative environment where clients feel informed and empowered.

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Location and Accessibility

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The firm’s address is 4330 Southport-Supply Rd SE STE 203, Southport, NC 28461, United States. This convenient location in Southport allows for easy access for clients in the surrounding area. Importantly, Wealth Preservation Associates has prioritized accessibility for all clients, offering a wheelchair-accessible car park and a wheelchair-accessible entrance. This dedication to inclusivity ensures that everyone can comfortably conduct business with the firm.

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Contact Information

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Clients can easily reach Jonathan P. Grocott – Wealth Preservation Associates by phone at 9104776102. For more detailed information and to schedule a consultation, please visit their website at wealthpreservationassociates.com. The website provides valuable resources, including informative articles and case studies, showcasing their expertise and approach to wealth management.

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Client Reviews and Reputation

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Jonathan P. Grocott – Wealth Preservation Associates consistently receives high praise from its clients. The company boasts 7 reviews on Google My Business, with an impressive average opinion of 5/5. These reviews highlight several key attributes – a client-centric approach, personalized attention, and a genuine commitment to client success. Many clients emphasize the firm’s ability to listen attentively to their individual circumstances and provide recommendations that align with their goals. One client particularly noted the ease of transferring assets upon moving from Texas, suggesting a smooth and efficient process. The dedication to client needs is a recurring theme in the feedback, painting a picture of a firm that values relationships and prioritizes client satisfaction. It’s clear that the team fosters a welcoming and trustworthy environment, contributing significantly to the positive client experience. The consistent high ratings demonstrate a strong foundation of trust and confidence in the firm’s services and expertise.

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Key Features and Services

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  • Financial Planning: Comprehensive planning to address short-term and long-term financial objectives.
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  • Investment Management: Strategic investment strategies tailored to individual risk tolerance and goals.
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  • Retirement Planning: Guidance on retirement savings, income strategies, and estate planning.
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  • Estate Planning: Assistance in creating estate plans to ensure assets are distributed according to client wishes.
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  • Tax Optimization: Strategies to minimize tax liabilities and maximize after-tax returns.
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  • Risk Management: Identification and mitigation of financial risks.
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Why Choose Jonathan P. Grocott – Wealth Preservation Associates

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Several factors contribute to the firm’s strong reputation and client loyalty. Firstly, the team possesses a deep commitment to understanding each client’s unique financial situation and aspirations. Secondly, they offer a personalized approach, avoiding a ‘one-size-fits-all’ mentality. Thirdly, their expertise spans a wide range of financial areas, providing holistic and integrated solutions. Moreover, the firm’s dedication to accessibility and client comfort – as evidenced by the wheelchair-accessible facilities – demonstrates a genuine concern for inclusivity and customer experience. Finally, the overwhelmingly positive client feedback strongly suggests a culture of integrity, professionalism, and a genuine desire to help clients achieve their financial dreams. The firm’s focus isn't merely on managing money; it’s on building lasting relationships based on trust and mutual respect. The ability to seamlessly assist clients relocating from states like Texas further underscores their adaptability and commitment to providing superior service.

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👍 Reviews of Jonathan P. Grocott - Wealth Preservation Associates

Jonathan P. Grocott - Wealth Preservation Associates - Southport, North Carolina
judi P.
5/5

We met Jonathan in 2018 when we moved here from TX. We needed to get everything transferred and we were introduced. He is wonderful. He listens to us and makes recommendations when necessary. Wonderful family man too!

Jonathan P. Grocott - Wealth Preservation Associates - Southport, North Carolina
Derek G.
5/5

I have had a few advisors over the years and there’s always one trait that they are lacking. I was referred to Jon Grocott at WPA and I finally have the right advisor for my family’s future. He is very knowledgeable and provides necessary insight above and beyond his peers that is tailored fit to my needs and expectations. Another plus is he is always available and prioritizes great communication with his clients. My only complaint is that I didn't find Jon sooner! Thank you WPA for finally ending my search to the perfect retirement solution!

Jonathan P. Grocott - Wealth Preservation Associates - Southport, North Carolina
Chris G.
5/5

Very happy. My account keeps growing, I have recommended to many others as well!

Jonathan P. Grocott - Wealth Preservation Associates - Southport, North Carolina
Kathy H.
5/5

Jonathan has been my trusted advisor for several years. He helps me navigate my options on investments and keeps me well informed. Always great service from him and Deanna.

Jonathan P. Grocott - Wealth Preservation Associates - Southport, North Carolina
Q
5/5

Provides great advice on long term planning to help set up our kid’s future. The WPA team is always patient with my questions and they never hesitate to repeat concepts I don’t understand. Thank you for all your help! your financial planning guidance has given us a great sense of relief!

Jonathan P. Grocott - Wealth Preservation Associates - Southport, North Carolina
D S.
5/5

Thank you Jon for helping me understand the retirement plan that we came up with and taking your time to explain concepts to me as well. Very friendly, nice and knowledgeable

Jonathan P. Grocott - Wealth Preservation Associates - Southport, North Carolina
Garrett H.
5/5

Always very professional and confidently guides my decisions. Glad to have Jon and his team in my corner.

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