Acera Wealth Management

Acera Wealth Management Acera Wealth Management Full Service Financial Investments Firm. Managing Partner and Financial Advisor Chris Key, AAMS located in the Smithfield Office.

Jaime Carmona has is office in Raleigh.Michael Delia & Steve Grant, AAMS in the Greenville NC Office Securities and financial planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. www.finra.org, www.sipc.org.Third party posts on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which we are registered to do business, please visit www.aspectfinancialllc.com

Knowing how each option works can make all the difference in building a strong financial foundation. 📈 Read more: https:...
08/27/2026

Knowing how each option works can make all the difference in building a strong financial foundation.

📈 Read more: https://www.awmadvisor.com/blogs

Trump accounts for kids are shifting the calculus for parents looking to save for their kids’ futures. Here are the pros and cons to help you decide.

Smart investing starts with staying informed.  Dive into the latest trends shaping the markets and what they could mean ...
08/26/2026

Smart investing starts with staying informed.

Dive into the latest trends shaping the markets and what they could mean for you.

💡 See the full Weekly Market Commentary: https://www.awmadvisor.com/awm-market-update

Running a successful business means focusing on more than day-to-day operations. Identifying potential blind spots befor...
08/24/2026

Running a successful business means focusing on more than day-to-day operations. Identifying potential blind spots before they become problems can help protect both your business and your future.

Swipe through to learn more!

Warren Buffett is known for keeping things simple—and his 90/10 rule is a great example of that. It’s a straightforward ...
08/20/2026

Warren Buffett is known for keeping things simple—and his 90/10 rule is a great example of that.

It’s a straightforward approach that many everyday investors can learn from.

📊 Take a look at how it works: https://www.awmadvisor.com/blogs

Warren Buffett’s 90/10 rule urges everyday investors to keep 90% of their money in a low-cost S&P 500 index fund and the remaining 10% in short-term government bonds.

From headlines to market shifts—there’s always more beneath the surface. Here’s what you need to know this week. 🔎 Read ...
08/19/2026

From headlines to market shifts—there’s always more beneath the surface.

Here’s what you need to know this week.

🔎 Read the latest Market Commentary: https://www.awmadvisor.com/awm-market-update

Growth is exciting, but it can also put pressure on your cash flow. As your business expands, it's important to make sur...
08/17/2026

Growth is exciting, but it can also put pressure on your cash flow. As your business expands, it's important to make sure your financial strategy can support the opportunities ahead.

Learn how we help business owners plan for sustainable growth here: https://www.awmadvisor.com/

Today is all about building awareness—and that starts with understanding your financial picture. If it’s been a while si...
08/14/2026

Today is all about building awareness—and that starts with understanding your financial picture.

If it’s been a while since you’ve checked in on your goals, now is a great time. Contact us today to check in on your goals: https://www.awmadvisor.com/contact

Running a growing business comes with new challenges—and new financial responsibilities. From cash flow management to su...
08/13/2026

Running a growing business comes with new challenges—and new financial responsibilities. From cash flow management to succession planning, understanding the key factors that impact your business can help you make more informed decisions.

Read our latest blog! https://www.awmadvisor.com/blogs

Owning and managing a medium-to-large business can be challenging, requiring strategic financial planning and sound decision-making. With multiple employees, cash flow management, and customer relationships to maintain, precise ex*****on is vital. Here are ten things every business owner should know...

Markets don’t slow down, and neither should your insights. Stay informed on what’s driving movement this week and what i...
08/05/2026

Markets don’t slow down, and neither should your insights.

Stay informed on what’s driving movement this week and what it could mean for you.

📊 Read this week’s Market Commentary: https://www.awmadvisor.com/awm-market-update

Address

312 S 3rd Street
Smithfield, NC
27577

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(919) 300-1241

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