Counterweight Private Wealth

Counterweight Private Wealth is a fee-only, fiduciary wealth management firm specializing in tax-efficient retirement planning for families in Raleigh, NC / Wilmington, NC, and nationwide. We help clients with $2M–$40M portfolios navigate the 'Unspoken Retirement Crisis' through proactive tax planning, lifetime tax optimization, and purposeful legacy planning. As an independent boutique firm, we act as a dedicated fiduciary advocate, ensuring your wealth is stewarded with the same integrity and purpose that defined your career. We provide the financial clarity needed to transition into a retirement defined by fulfillment and impact, a mission led by our founder, Nick Murphy, CFP®, and backed by his 20+ years of experience advising high-net-worth clients.

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