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Counterweight Private Wealth | Tax-Forward Retirement PlanningFinancial advisor in Apex, NC

Counterweight Private Wealth | Tax-Forward Retirement Planning is a financial advisor in Apex, NC, ranked #22 of 243 financial advisors in Apex and rated 5.0 from 17 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Apex, NCUpdated 0 paid placements in any rankingHow we rank

Call (919) 726-6124Website ↗

Key facts

Key facts about Counterweight Private Wealth | Tax-Forward Retirement Planning
Phone(919) 726-6124
Websitecounterweightpw.com
HoursMonday to Friday: 8 AM – 4:30 PM
Google rating5.0 from 17 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Apex and 2 towns within 25 miles: Pinehurst and Albemarle.

Based in Apex, NCView on map

Opening hours

Opening hours for Counterweight Private Wealth | Tax-Forward Retirement Planning
DayHours
Monday8 AM – 4:30 PM
Tuesday8 AM – 4:30 PM
Wednesday8 AM – 4:30 PM
Thursday8 AM – 4:30 PM
Friday8 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Counterweight Private Wealth | Tax-Forward Retirement Planning

How is Counterweight Private Wealth | Tax-Forward Retirement Planning ranked in Apex?

Counterweight Private Wealth | Tax-Forward Retirement Planning is ranked #22 of 243 financial advisors in Apex by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Counterweight Private Wealth | Tax-Forward Retirement Planning’s hours?

Counterweight Private Wealth | Tax-Forward Retirement Planning is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Counterweight Private Wealth | Tax-Forward Retirement Planning serve?

Serves Apex and 2 towns within 25 miles: Pinehurst and Albemarle. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Counterweight Private Wealth | Tax-Forward Retirement Planning?

Counterweight Private Wealth | Tax-Forward Retirement Planning has a rating of 5.0 from 17 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Counterweight Private Wealth | Tax-Forward Retirement Planning?

Call Counterweight Private Wealth | Tax-Forward Retirement Planning on (919) 726-6124. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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