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Monday 8am - 4:30pm Tuesday 8am - 4:30pm Wednesday 8am - 4:30pm Thursday 8am - 4:30pm Friday 8am - 4:30pm

Counterweight Private Wealth

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Raleigh, NC
Counterweight Private Wealth

Find your wealth balance. Our firm is an independent, fee-only, advisory practice whose mission is to help align your wealth towards your purpose.

We act as your experienced, authentic guide to help you understand your ultimate goal and how to get there. Our team works as your counterweight, to help you achieve financial stability so that you can make the best life choices. Counterweight Private Wealth is a DBA of TCWP LLC, a registered investment advisor.

01/16/2026

A new year brings both opportunity and uncertainty. Markets are shifting, tax changes are taking effect, and the decisions you make now can have a lasting impact on your financial future.

Join us for a focused discussion on what 2026 may hold and how thoughtful planning today helps you respond with intention rather than reaction.

2026 Market Outlook
🗓️ Tuesday, January 27 | 4:00 PM EST
✍️ Register here → https://us06web.zoom.us/webinar/register/8517684103571/WN_K2S-k9m5Q6CufbCwhLc3IQ #/registration

11/11/2025

This Veteran’s Day, we honor and thank all the brave men and women who have served our country. We especially recognize our Senior Wealth Advisor, Steve Swierkowski, CFP®, RICP®, whose 20 years as a Green Beret inspire us every day. Thank you to Steve — and to all veterans — for your service and dedication.

07/02/2025

With tariffs back in play, looming tax legislation, and growing geopolitical tensions, what should investors expect in the second half of 2025?

Join us for a timely webinar covering:

✅ A clear-eyed take on market trends and economic indicators
✅ Insights into proposed tax law changes and what they mean for you
✅ Practical guidance on navigating the months ahead with confidence

You’ll walk away with clear, actionable ideas to help you think strategically about your portfolio, your plan, and your next steps.

📅 Wednesday, July 9 | 4PM ET
https://us06web.zoom.us/webinar/register/5917513088595/WN_NypNtZTZTZORMV13A-xAAA

06/04/2025

A huge thank you to everyone who came out for last month’s Clays to Raise tournament!

Thanks to your support, we helped raise over $20,000 for Raleigh Dream Center’s emergency safe house, giving women exiting s*x trafficking a safe place to begin rebuilding their lives.

We're honored to be part of this meaningful cause and this generous community.

04/17/2025

“Roth conversion” might not be the most exciting phrase you’ve heard today, but if you’re serious about maximizing tax efficiency in retirement, it’s worth paying attention to.

In our latest blog post, Nick Murphy, CFP®, breaks down what a Roth conversion actually is, why timing is everything, and the five situations when it can make a lot of sense.

Some of the triggers might surprise you:
➡️ You’re in a lower tax bracket than usual
➡️ Markets are down (yes, really!)
➡️ You’re retired but haven’t claimed Social Security yet
… and more.

If you’ve ever wondered when to consider a conversion, or whether it’s even a smart move for your situation, this is a must-read.

Read the full article here: https://counterweightpw.com/insights/how-to-know-when-its-the-right-time-for-a-roth-conversion

04/09/2025

One emotional decision can undo YEARS of progress...

03/05/2025

🚨 Are you letting the news control your money? 💰🧠

Every headline, every social media post—tiny emotional deposits are shaping your mindset, often without you even realizing it. Fear. Hype. Urgency. And when emotions drive financial decisions, logic takes a backseat.

Emotional deposits can derail you!

This is how even smart investors make costly mistakes—panic-selling in a downturn, chasing trends, or straying from a well-crafted plan.

🔥 One emotional decision can undo YEARS of progress. 🔥

The key? Recognize the noise but don’t let it dictate your financial future. Stay focused, stay disciplined, and stick to the plan.

👉 Have you ever made a financial decision based on emotion? I'd love to hear your own story in the comments.

This is an excerpt from the video I sent to our clients yesterday on the current state of the market. If you'd like the full video, comment below and I'll be happy to send it to you.

01/13/2025

🚨 Market Outlook 2025: Navigating Opportunities and Risks in an Evolving Economy, Wednesday, January 15th at 4PM 🚨

With major policy proposals on the horizon and a shifting political landscape, it’s more important than ever to evaluate your wealth and retirement plans. Join us for an exclusive webinar where we’ll share our outlook for the economy and markets in 2025. Together, we’ll explore key economic trends shaping the year ahead and actionable strategies to protect and grow your wealth in this evolving environment.

This is a unique opportunity to gain insights tailored to help you navigate 2025 with confidence.

Join us for an exclusive webinar where we’ll cover:

✅ Will the market continue its strong performance, or is it time for a slowdown?
✅ Is inflation set for a resurgence?
✅ Will the Federal Reserve continue to lower interest rates?
✅ What are the potential impacts of a second Trump term with full Republican control?
✅ What potential changes in tax policy should we be planning for?

📅 Register NOW -- Registration link in comments

03/07/2024

REGISTRATION REMINDER: Don’t miss our informative journey into the world of Medicare with special guest, Nancy Schwartz, Independent Licensed Medicare Broker at Smart Senior Healthcare.

Learn:
WHEN to enroll in or replace your plan
WHAT are the parts and plans of Medicare
HOW to find the plan that fits your needs and budget.

This webinar is designed for people new to Medicare and those already enrolled. Q&A to follow. Register here: https://us06web.zoom.us/webinar/register/4117075047913/WN_u00IklspTAOkrrzNrhS0ew

02/14/2024

Join us for an informative journey into the world of Medicare with our special guest, Nancy Schwartz. Whether you're approaching retirement or already enjoying your golden years, our webinar aims to simplify the complexities of Medicare, guiding you through enrollment periods, coverage options, and strategic choices for confident and easy healthcare decisions.

From understanding Medicare Advantage and Medigap plans to navigating Part D prescription drug coverage, our expert-led session will offer detailed explanations, insider tips, and answers to common questions, ensuring you leave equipped to make informed healthcare decisions aligned with your lifestyle and financial goals. Secure your spot today! https://us06web.zoom.us/webinar/register/4117075047913/WN_u00IklspTAOkrrzNrhS0ew

Address

Services Available Nationwide. Offices Located In Raleigh, NC And Wilmington
Raleigh, NC

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 4:30pm
Thursday	8am - 4:30pm
Friday	8am - 4:30pm

Website

http://counterweightpw.com/

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