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WillowTrust Wealth Management was founded on the goal of assisting our clients in every aspect of their financial lives and making the path to financial independence as simple as possible. Behind each one of our successful client experiences, there is a team determined and motivated to provide efficient and effective financial guidance. The team at WillowTrust Wealth Management is knowledgeable and truly care about helping our clients pursue their goals. It is our mission - and our promise - to keep our clients focused on their goal, advise them of the best path towards that goal, and most importantly, continually remind them of the benefits of a disciplined approach. 

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.


Jim Nowak<br />Co-Founder, Wealth Services Partner

Jim Nowak
Co-Founder, Wealth Services Partner

Jim is the co-founder and wealth services partner of WillowTrust Accounting.  Realizing that many individuals want and need a coordinated tax and wealth strategy, Jim sought to create a comprehensive team at WillowTrust Accounting.  Jim provides wealth strategies to enhance the tax reduction needs of the physicians, business owners and individual clients.

Jim is also the President & Founder of WillowTrust Wealth Management, a wealth management firm specializing in helping people that are facing life transitions – business owners facing transitions, families transitioning into retirement and through retirement, and women transitioning after the loss of a spouse or divorce.  Jim has over 19 years of investment and wealth experience.  He holds the CERTIFIED FINANCIAL PLANNER® designation, is an Accredited Investment Fiduciary®, and continues his lifelong learning through additional designations and licenses.

Jim lives in Raleigh, NC with his wife Krystal and their four young children; Colgan, Hadley, Harper and Declan.  He is heavily involved in his children’s sports and hobbies and has a love for swimming, triathlon, and the outdoors. 

Contact WillowTrust Wealth Management


3909 Sunset Ridge Rd Ste 101
Raleigh, NC 27607

919.562.5072

www.willowtrustwealth.com

info@willowtrustwealth.com

If you would like to get more information about our services, click the email above to send a message!