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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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
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HOT TOPIC: Soft Landing or Delayed Recession?
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
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What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
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.