Plan and achieve your financial goals with West Fork Wealth Management
We will help you grow and preserve wealth through a highly personalized financial planning process that is centered around your motivations and vision for the future.
Guidance
We provide a personalized approach to help you grow and preserve wealth for future generations.
Expertise
As an RIA firm, we maintain rigorous educational and ethical requirements set by the CFP Board of Standards.
Care
We build relationships based on integrity and have a fiduciary duty to act only in your best interest.
Our high-touch, holistic approach to wealth management ensures every interaction is tailored to your specific needs.
Money or wealth is an emotional experience for us all, and each financial journey is shaped by individual experiences, priorities, and aspirations. Life events, both expected and unexpected, can have a profound impact on our financial outlook or security.
West Fork Wealth Management understands there is much more to financial planning than designing an investment portfolio. We provide customized guidance to help you achieve your personal financial wellbeing. As an independent fiduciary, we at West Fork Wealth Management will always provide you with unbiased, objective advice aligned only to your best interest.
Navigating life's financial milestones together
Growing and preserving wealth for you and your legacy
- Investment and Portfolio Management
- Income and Retirement Planning
- Nonprofit Investment Management
- Philanthropy and Charitable Giving
- Tax Planning and Integration
- Estate and Legacy Planning
- Business and Succession Planning
- Asset Protection
- NIL Planning
We’re there every step of the way
West Fork Wealth Management understands that trust is built through integrity, expertise, and confidentiality—and preserved through attentive service that meets your individual needs. From our first conversation, we work to understand the unique drivers behind your financial decisions, concerns, and hopes, designing a comprehensive wealth management strategy tailored to you. As your life circumstances, goals, and priorities evolve, you can count on West Fork Wealth Management to be there through it all.
Cort earned his BA and MBA at Wake Forest University and is a CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor™ with over 20 years of experience in the financial sector.
Meet our founder
Cort Bennett, CFP®, CPWA®, MBA
“Reflecting on my two-decade career in the finance industry, amidst bull runs and bear markets, recessions and low employment, one thing remains clear: markets are inherently unpredictable. This unpredictability has taught me valuable lessons about resilience, adaptability, and the importance of a well-thought-out strategy. Success in finance is not about predicting the future – it is about being prepared for whatever it may bring.”
