Pinehurst Wealth Sets Ambitious Charitable Giving Goals Ahead

Pinehurst Wealth Expands Charitable Initiatives for 2025

Pinehurst Wealth, LLC, based in its vibrant community, celebrated its inaugural year filled with significant achievements and community recognition. As the firm prepares for 2025, it is excited to announce an expanded commitment to charitable giving. Founded by Melanie Granville Leahy, CFP, the company swiftly established itself as a reliable partner for retirees, gaining honors for its unwavering dedication to financial excellence and impactful community involvement.

A Commitment to Community Support

This year, Pinehurst Wealth is thrilled to unveil a new initiative devised to support the charities that resonate deeply with its clients while broadening access to retirement planning strategies offered by the firm. Through this philanthropic endeavor, Pinehurst Wealth is pledging to make a charitable donation to a chosen cause of its clients for every referral resulting in a meeting with the firm, allowing potential clients to explore their aspirations for financial confidence and freedom.

Fostering Meaningful Connections

Melanie Granville Leahy, the Founder and CEO of Pinehurst Wealth, expressed her enthusiasm for this initiative, saying, "Our mission is to guide retirees through their financial journeys with clarity and confidence. This new program aligns our goal of empowering retirees with a commitment to give back to our community. We aspire to create a meaningful impact on the lives of our clients and the wider community by supporting their cherished causes."

2024: A Year of Noteworthy Progress

The past year marked tremendous progress for Pinehurst Wealth, securing a reputation as a leader in helping retirees enjoy financial stability regardless of fluctuating market conditions. The firm’s innovative income planning strategies empower clients to fully relish their retirement years. Reflecting on this rapid development, Leahy emphasized the importance of maintaining strong local ties.

Building Trust with the Community

Leahy noted, "Having grown up in the Sandhills area, I hold a deep-rooted connection to this community. Every milestone we celebrate showcases our team's hard work and the trust we build with our clients and neighbors. As we look ahead, we are devoted to serving this community with integrity and diligence."

Acknowledged Excellence: Best Financial Planner

Pinehurst Wealth received one of its most significant accolades in 2024 when it was honored as the #1 Financial Planner in The Pilot's Best of the Pines awards. This annual celebration prides itself on recognizing businesses excelling in their respective fields, with over 23,000 participants voting across various categories, marking the trust and appreciation Pinehurst Wealth has cultivated among its clients and local community.

The Importance of Small Businesses

Linda Parsons, Director of the Moore County Chamber of Commerce, commented, "Small businesses form the backbone of our community. They play a critical role in sustaining the economic vibrancy of Moore County. The Moore County Chamber celebrates those recognized in the Best of the Pines, who tirelessly contribute to community excellence."

Recognition for Commitment and Integrity

In addition to winning the Best of the Pines award, Pinehurst Wealth celebrated two more significant accomplishments in 2024:

Outstanding BBB Rating

Pinehurst Wealth earned an A+ Rating from the Better Business Bureau (BBB), a testament to its commitment to ethical business practices, high client satisfaction, and service excellence.

Trademark Recognition

The firm also achieved registered trademark status from the United States Patent and Trademark Office (USPTO), strengthening its position as a leader in the financial planning and wealth management sector.

Leahy reflected on these milestones, stating, "These recognitions signify our unwavering commitment to serve our clients with professionalism and integrity. We take pride in delivering extraordinary financial planning solutions and fostering enduring relationships with individuals entrusting us with their financial futures."

About Pinehurst Wealth, LLC

Pinehurst Wealth was established at the end of 2023 and is located centrally within Pinehurst. Under the astute leadership of Melanie Granville Leahy, CFP, the firm concentrates on retirement planning, providing personalized strategies that ensure financial steadiness and peace of mind for its clientele. Pinehurst Wealth proudly holds its registered trademark status and boasts an A+ rating from the Better Business Bureau, exemplifying its dedication to excellence and transparency within the community.

Frequently Asked Questions

What is the mission of Pinehurst Wealth?

Pinehurst Wealth aims to empower retirees through comprehensive financial guidance and support, fostering community and charitable involvement.

How does Pinehurst Wealth plan to give back in 2025?

The firm will make charitable donations to causes selected by clients for every referral that leads to a consultation, enhancing its community support.

What awards has Pinehurst Wealth received?

In 2024, Pinehurst Wealth was awarded the title of #1 Financial Planner in The Pilot's Best of the Pines, reflecting client trust and community recognition.

What is the significance of the A+ BBB Rating?

This rating showcases Pinehurst Wealth’s commitment to ethical standards, high client satisfaction, and exceptional service quality.

Where can I learn more about Pinehurst Wealth?

For further information, potential clients can contact the firm directly or visit their official website for details about their services and initiatives.

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