Armstrong Financial Service

Armstrong Wealth Management is a full-service independent financial planning firm that specializes in comprehensive planning strategies integrating investment and insurance/risk management solutions to serve the best interests of our clients. As a Certified Financial Planner TM and a Chartered Financial Consultant, James Armstrong holds the designations recognized as the industry gold standard for financial planners.

Our team consists of James Armstrong and Deborah Barfield working out of our Wake Forest office, and Bobby Trujillo located in Wilmington. Both Deborah and Bobby are Registered Principals assisting in supervision as well as serving our clients. Deborah is our office administrator, and Bobby is the associate advisor leading our Wilmington office. James is the Chief Investment Officer and leading Supervisory Principal.

Our Mission Statement

At Armstrong Wealth Management, our mission is to provide our clients with comprehensive wealth management solutions that integrate investment and insurance/risk management strategies. We strive to serve the best interests of our clients and ensure that their financial goals are met. Our mission is to help our clients achieve financial security and peace of mind through personalized financial planning and wealth management services.

Our Location

Armstrong Wealth Management is located at 6549 Wakefalls Drive, Wake Forest, NC 27587. Our office is easily accessible and conveniently located to serve clients from all over the region. We also have an office in Wilmington, NC, led by Bobby Trujillo, ensuring that we can provide our services to a wider area.

Our Firm

Armstrong Wealth Management is a full-service independent financial planning firm that offers a wide range of financial services to our clients. Our firm is built on the principles of integrity, professionalism, and personalized service. We understand that every client has unique financial needs and goals, and we strive to provide tailored solutions to meet those needs.

Our Services

At Armstrong Wealth Management, we offer a comprehensive range of financial services, including investment management, insurance/risk management, retirement planning, estate planning, and more. Our services are designed to help our clients achieve financial security and peace of mind. We work closely with our clients to understand their financial goals and develop personalized financial plans to help them achieve those goals.

Mailing Address

Our mailing address is 6549 Wakefalls Drive, Wake Forest, NC 27587. You can reach us by phone at (919)263-8603, or by fax at (919)263-8606. You can also email us at James@Armstrongfinserv.com.

Our Planning Approach

At Armstrong Wealth Management, we believe in a comprehensive approach to financial planning. We understand that financial planning is not just about investing or managing risk, but about integrating all aspects of your financial life into a cohesive plan. Our approach is centered on understanding our clients' unique financial needs and goals, and developing personalized financial plans to help them achieve those goals.

Tell A Friend

If you know someone who could benefit from our comprehensive wealth management solutions, please let us know. We value your referrals and appreciate the opportunity to serve your friends and family.

Resources

We offer a variety of resources to help our clients stay informed about their finances. Our resources include articles, calculators, flipbooks, newsletters, a tax library, and videos. We believe that education is key to making informed financial decisions, and we are committed to providing our clients with the tools they need to succeed.