In the News

2/16

The company was the presenting sponsor for the St. Davids Winter Social & Auction. 

6/15

Weston Banks Wealth Partners sponsored the charity event Band Together, which benefitted the local StepUp Ministry. 

2/14

Harry O'Conner joined Weston Banks Wealth Partners as another financial advisor, bringing over 21 years of experience to the firm. 

6/13
For the 3rd year in a row, Weston Banks Wealth Partners has been selected as a Top Area Wealth Manager by NABCAP*

Check out our article featured in the Triangle Business Journal

*Distinguishing characteristics of an advisory practice will include in part, though not exclusively: Mass Affluent or High Net Worth practice, Team dynamics-who comprises the team. Years of experience Credentials/Designations, Minimum investable assets to become a new client, Planning philosophy, Risk philosophy, Typical percentage of Alternative Investment ownership Fee/Cost structure, Customer service Model, U4/ADV status. Weston Banks Wealth Partners is not an investment advisory firm.

6/12
For the 2nd year in a row Weston Banks Wealth Partners selected as a Top Area Wealth Manager via NABCAP*

*Distinguishing characteristics of an advisory practice will include in part, though not exclusively: Mass Affluent or High Net Worth practice, Team dynamics-who comprises the team. Years of experience Credentials/Designations, Minimum investable assets to become a new client, Planning philosophy, Risk philosophy, Typical percentage of Alternative Investment ownership Fee/Cost structure, Customer service Model, U4/ADV status.  Weston Banks Wealth Partners is not an investment advisory firm.

6/11
Weston Banks Wealth Partners selected as  a Top 25 Area Wealth Manager via NABCAP*

*Distinguishing characteristics of an advisory practice will include in part, though not exclusively: Mass Affluent or High Net Worth practice, Team dynamics-who comprises the team. Years of experience Credentials/Designations, Minimum investable assets to become a new client, Planning philosophy, Risk philosophy, Typical percentage of Alternative Investment ownership Fee/Cost structure, Customer service Model, U4/ADV status.  Weston Banks Wealth Partners is not an investment advisory firm.

8/11
Brad Turlington joins Weston Banks Wealth Partners as Director of Business Development.


8/11
Weston Banks Wealth Partners sponsors charity event Jimmy V Celebrity Golf Classic for Cancer Research.