WillowTrust Wealth Management

WillowTrust Wealth Management

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We are a firm committed to helping our clients work towards improving their long-term financial heal

Keeping Up with the Joneses 09/07/2026

Lifestyle inflation can be the enemy of wealth building.

Keeping Up with the Joneses Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Test Your Estate Strategy Knowledge 09/02/2026

Test your estate strategy knowledge with this short quiz.

Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

CSP-4000JI2 Retirement Planning Essentials | Wake Tech 09/02/2026

Looking to plan your future with confidence?

Join us for Retirement Planning Today®, an educational course offered through Wake Tech Workforce Continuing Education at the RTP Campus! Led by Jim Nowak, CFP®, this course gives adults ages 50 to 65 the practical tools to take control of their financial future.

What you'll learn:
• How to determine your retirement savings goal
• Strategies to outpace inflation and protect your income
• Ways to minimize estate taxes, expenses, and legal delays

Cost: $39 (Includes textbook + free instructor consultation)

Secure your spot here: https://www.waketech.edu/course/csp-4000ji2

Questions? Call Wake Tech Workforce Continuing Education at 919-532-5700.

CSP-4000JI2 Retirement Planning Essentials | Wake Tech Planning for your financial future begins with a solid understanding of the principles that support long-term financial well-being. Whether you are preparing for retirement or just beginning to develop a financial plan, this course offers practical, educational guidance to help you make informed fin...

Fed’s preferred inflation gauge shows core prices rose 3.3% annually in July 08/31/2026

Inflation is still running above the Federal Reserve’s 2% target.

The Fed’s preferred inflation gauge, the personal consumption expenditures price index, rose 0.2% in July and 3.7% from a year earlier. Core PCE, which strips out food and energy prices, increased 3.3% annually.

The report also showed personal income rose 0.4% while spending increased 0.2%.

For consumers, that means price pressures haven’t disappeared, even as some categories, including gasoline and other energy-related goods, moved lower during the month.

With inflation still elevated, the latest numbers may remain an important part of the Fed’s upcoming interest-rate discussions.

Fed’s preferred inflation gauge shows core prices rose 3.3% annually in July The personal consumption expenditures price index was expected to rise 0.1% monthly and 3.6% on a 12-month basis, according to economists surveyed by Dow Jones.

Choosing a Mortgage 08/31/2026

A home is the single largest financial commitment for most people. What mortgage fits you best?

Choosing a Mortgage Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Buying vs. Leasing a Car 08/28/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Buying vs. Leasing a Car Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Acres of Diamonds 08/26/2026

Could you find acres of diamonds in your own backyard? Watch this video.

Acres of Diamonds In life it often happens that the answers to our most pressing questions are right in our own backyards.

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Location

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3909 Sunset Ridge Road Suite 101
Raleigh, NC
27607

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm