Counterweight Private Wealth

Retirement Changes the Job of Your Wealth.

Counterweight Private Wealth is an independent, fee-only fiduciary wealth management firm rooted in Raleigh, NC, with a Wilmington presence and clients nationwide. We specialize in tax-efficient retirement planning for high-net-worth individuals and families, generally with $2M+ in investable assets.

Our clients are often executives, business owners, physicians, and families approaching or in retirement. Retirement requires a different skillset: turning what you've built into a tax-efficient life with purpose while avoiding costly blind spots and emotional decisions.

What Makes Counterweight Different
We integrate retirement planning, investment management, and proactive tax strategy. Through Counterweight Tax Services, LLC, a separate but affiliated entity, clients also have access to integrated tax preparation.

As fee-only fiduciaries, we earn no commissions from product sales. We are intentionally boutique, limiting client relationships so advice remains personal, proactive, and coordinated.

Our expertise includes retirement income, Roth conversions, RMDs, tax-efficient withdrawals, Social Security and Medicare, concentrated stock, executive compensation, business transitions, charitable giving, estate planning coordination, and investment management.

Counterweight was founded by Nick Murphy, CFP®, who has advised families through complex financial decisions since 2002.

The goal isn't simply to retire with enough. It's to minimize avoidable taxes, reduce financial blind spots, and give your wealth a clear purpose for the next chapter.