Who we are
West Fork Wealth Management is a wealth management firm in Chapel Hill, NC. We offer personalized, comprehensive financial planning and aim to preserve wealth and build long-term financial security for our clients.
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 space, Cort knows the importance of building strong client relationships. And while each client’s situation is unique and should be treated as such, Cort understands that most people share similar aspirations and goals: to feel secure, enjoy life, and take care of their responsibilities. Whether you are an individual who is starting your first job or are a family planning for future generations, Cort is dedicated to your financial success and works to bring the very best.
About our founder
Cort Bennett, CFP®, CPWA®, MBA
Cort's career highlights
Cort began his career in 2003 with Wachovia Wealth Management as a Finance Analyst supporting their multi-family office. He later served as Associate Portfolio Manager for Wachovia’s Trust group, managing portfolio risk and investment strategies for Trust clients.
Following his time at Wachovia, Cort served as Director of Investment Operations for RSM McGladrey Wealth Management, a national RIA, where he oversaw their $3.5 billion wealth management platform and served on the firm’s National Leadership Team.
In 2011, Cort became a portfolio manager at Diversified Trust. In this role, he was responsible for conducting financial and investment analyses, implementing investment strategies, and monitoring portfolios for a select group of ultra-high-net-worth clients.
Cort then joined Morgan Stanley, where he combined his investment experience and knowledge of tax and estate planning to add immediate value to the firm and further deepen client relationships. When the group moved to Baird, Cort provided additional value as a Portfolio Investment Management Council member.
After working in finance for over 20 years, Cort founded West Fork Wealth Management, where his diverse expertise and background enabled him to build a firm where integrity, trust, and privacy are top priorities – and where clients are valued and supported long term.
Beyond West Fork
"As individuals, we are shaped by the myriad experiences we encounter through life. My story is no different. West Fork is the name of a stream in Western North Carolina where I spent my childhood and early adulthood. It’s where my wife and I had one of our first dates and where I took long weekends in graduate school to study and reflect. The quiet time I spent hiking along the stream and carefully wading through the waters taught me important lessons about life and shaped how I approach my work today: with respect, understanding, and deep attentiveness. When I made the decision to start my own wealth management firm, I knew I wanted to honor the beautiful place that enriched my youth and taught me how to truly listen and be present. It was from those lessons that West Fork Wealth Management was born.” - Cort Bennett
The West Fork story
West Fork Wealth Management’s mission is to make a positive difference in the lives of our clients by providing personalized financial solutions that grow wealth and support lasting financial well-being.
Our Mission
Why work with us?
West Fork Wealth Management believes in putting people first no matter what. We take time to truly listen and get to know you, so we can design a financial plan that looks beyond numbers and considers your past, present, and future. We also understand that no matter how prepared you are for what’s next, life doesn’t always unfold as planned –and having a dedicated financial advisor by your side through life’s joys and challenges can ensure you always remain on track.
Most importantly, as a Registered Investment Advisor (RIA), West Fork Wealth Management is held to the highest fiduciary standards and is legally and ethically obligated to act in your best interest at all times.
