Home | Nicholas J. Pino, CFP®, AIF®

Team RetireWell

"Promoting financial literacy one family at a time".

Nicholas J. Pino, CFP^®, AIF^®CERTIFIED FINANCIAL PLANNER™ Practitioner

Krista McConnell, Practice Manager

Brian Carr, CPWA®, CFP^®, AIF^®CERTIFIED FINANCIAL PLANNER™ Practitioner

Phil Romano, CIMA, CFP^®,AIF^®CERTIFIED FINANCIAL PLANNER™ Practitioner

Matthew Hall, CFP® CERTIFIED FINANCIAL PLANNER™ Practitioner

John Rigsbee, CPA Financial Advisor, Accountant

Nick Pangakis, RICP^® FSCP®, LUTCF Financial Advisor

Steven M. Consiglio, MS, CLTC, Financial Planner

Crystal Beard, ESQ* Attorney

Eric Schofield Health/Medicare Consultant

Maya Tobin Registered Assistant

Meike Wiest, MSW, CCM Aging Life Care Manager

8816 Six Forks Road, Suite 301, Raleigh, NC 27615

Plan • Prepare • Prosper

Independent and Objective

Independent and Objective

Independence allows our advisors to focus on planning and advice rather than products and quotas.

Holistic Financial Planning

Holistic Financial Planning

Our process consists of education, organization and preparation for the inevitable issues we all will face at different points in our lives.

Monitor and Review

Monitor and Review

A financial plan is only as good as the review process in place. We have a variety of service models that fit all our clients busy schedules.

Measure Risk

State of the Art Technology

State of the Art Technology

Work with our team to help organize your financial life to see all your accounts in one place, whether we manage them or not.

A New Client Experience

A New Client Experience

Designed to transform your relationship with your advisor. Our latest portal creates a unique and engaging experience that will empower you to take a more active role in the management of your wealth.

Get the information you need any time anywhere

Get the information you need any time anywhere

Get access to your personal wealth management website wherever you are on any device you choose.