Maximizing Strategies

Cherry Bekaert Wealth Management offers clients thoughtful, attentive investment advisory services provided by a team of experienced and objective professionals. Whether your needs center on wealth management or retirement plan consulting, we understand that your focus is on wise financial stewardship, which aligns with your overall mission and vision.

At Cherry Bekaert Wealth Management we believe that the primary way we make a difference is to focus on how we serve you, not just what we do for you. Each day we strive to provide a unique and fulfilling client experience that adds value to your organization or personal situation and exceeds your services expectations.


To learn more about the regulatory and financial services background of our firm and its investment advisors, please visit or for its registered associates, please visit