Comprehensive Wealth Management Solutions
James E Armstrong Jr. CFP®, ChFC
Armstrong Wealth Management is a full service independent financial planning firm specializing in comprehensive planning strategies integrating investment and insurance/risk management solutions to serve the best interests of our clients. As a Certified Financial Planner TM and a Chartered Financial Consultant, James Armstrong holds the designations recognized as the industry gold standard for financial planners. James is also Office of Supervisory Jurisdiction Managing Executive exercising compliance oversight of a large network of independent advisors in offices throughout the Southeast. Having oversight of so many successful financial advisors over the years with diverse methodologies has given James a much broader perspective to better serve his own clients.
Our team consists of James Armstrong and Deborah Barfield working out of our Wake Forest office and Bobby Trujillo located in Wilmington. Both Deborah and Bobby are Registered Principals assisting in supervision as well as serving our clients. Deborah is our office administrator and Bobby is the associate advisor leading our Wilmington office. James is the Chief Investment Officer and leading Supervisory Principal.
Biography
James and his wife, Desiree, are both NC natives. James served in the US Navy for 6 years working on weapon systems electronics until 1990. After working as a technician in the electronics field, he initially pursued Electrical Engineering at NC State before ultimately graduating in Economics to enter the financial services industry. James is a deacon in his church serving in the areas of worship music production and benevolence ministry. He and Desiree have three children, Morgan, Joshua, and Evangeline.
Industry Service
James has served on the board of the Financial Planning Association for Eastern North Carolina as a past president and chairman. He currently serves on the Eastern Region Advisory Panel of his broker dealer, Royal Alliance, helping develop best practices for advisors at the firm.
Newsletters
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Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.