Helping You Make Your Money Last

Full-service financial advisors serving Raleigh, Durham, Chapel Hill and Beyond

Receive practical guidance for achieving your financial goals

Get your personal and business finances under control

Enjoy tax-efficient investing and estate planning services

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ABOUT US

Stop stressing over your financial future

If you’re the only one managing your money, it’s easy to worry about your financial security. You
may ask questions like:

At Rising Tide, our financial advisors take a holistic, full-service approach to help you plan for the future, protect your assets, and achieve your goals.

So, you can feel comfortable knowing your finances are under control.

OUR SERVICES

What We’re Offering

Wealth Management

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Audit Marketing

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Finance Consulting

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WHAT WE DO

We’re here for you no matter where you are in life, offering practical financial advice related to:

STEPS

Getting started with us is simple…

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Meet with us: This no-obligation meeting helps us figure out whether we’re a good fit. During this time, we’ll learn about your financial priorities and goals.

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Create your plan: We’ll develop a customized, comprehensive plan based on your specific needs, while helping you choose investments that best align with your goals.

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Stay on track: We’ll continue to work with you as you build towards your goals, listening to you, adjusting when necessary, and reliably serving as your financial advisor.

At Rising Tide we know you want to be comfortable that you’re on the right path to achieving your financial goals. In order to do that, you need to work with someone who provides asset management and financial consulting services.

The problem is you’re concerned you won’t hit your financial goals if you manage your finances yourself, which makes you feel incredibly anxious. But you shouldn’t have to carry this stress. At Rising Tide, we take a holistic approach to financial advising, so you can find comfort knowing your finances are under control.

We can provide advice with anything related to money: From choosing the right investments to setting a budget and ensuring you have enough to retire. Our advisors have over 75 years of combined industry experience helping people plan for the future while protecting their assets and investing wisely.

So, meet with an advisor. And in the meantime, review our resources. So you can stop worrying about how you’ll achieve your financial goals and instead work with an advisor who will help you ensure your financial future is secure.

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GET IN TOUCH

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Kevin Parker Happy Client

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CONTACT WITH US

Feel Free to Contact us with Any Questions

Phone Number

(984) 331-5334

Email

mbrennan@capital-invest.com

Location

1713 Banks View Dr. Raleigh, NC 27603