Strategic Wealth Management for
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Explore strategies to help grow your potential and manage tax considerations
with guidance from experienced financial professionals
Our
Services
We offer a comprehensive suite of financial planning and wealth management services, each tailored to your unique situation and goals. Our holistic approach ensures every aspect of your financial life is carefully considered and optimized.
Cash Flow Planning
Manage your income and expenses with cash flow planning services. We help you understand and navigate your money flow to support financial stability and growth.
Investment Planning
Create a robust investment strategy tailored to your goals and risk tolerance. We focus on diversification, tax efficiency, and long-term growth to help you build and preserve wealth.
Education Planning
Plan for your children's future education with smart savings and investment strategies. We help you navigate college funding options and create a sustainable education savings plan.
Insurance Planning
Protect your family and assets with comprehensive insurance planning. We assess your needs and recommend appropriate coverage to safeguard your financial future.
Debt Payoff Planning
Take control of your debt with strategic payoff planning. We help you create an effective debt reduction strategy while balancing other financial priorities.
Risk Management Analysis
Identify and mitigate financial risks with our comprehensive analysis. We help you understand and prepare for potential financial challenges.
Retirement Planning
Work toward a retirement strategy with guidance tailored to your goals. We help you plan for financial confidence and stability in your later years.
Real Estate Analysis
Make informed real estate decisions with our analysis services. We evaluate property investments, financing options, and market conditions to help you develop your real estate strategy.
Major Life Decision Planning
Navigate life's big decisions with confidence. We help you analyze and plan for major life changes while maintaining financial stability.
Estate Planning
Develop an estate strategy with structured guidance. We help you address tax considerations and work toward aligning your estate plans with your intentions.
Exit Planning
Create a successful exit strategy for your business. We aim to help maximize value and work toward a smooth transition, while striving to protect your interests.
Asset Protection
Safeguard your wealth with strategic asset protection planning. We help you implement legal strategies to protect your assets from potential risks and claims.
Want to know more about our services?
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Pricing Options
We offer two distinct pricing models designed to fit your specific needs and preferences: Assets Under Management (AUM) and Fee-Based Financial Planning. Both options are transparent and straightforward, ensuring you know exactly what you're paying for.
Assets Under Management (AUM) Pricing
Our AUM pricing is based on a percentage of the assets we manage for you. This approach aligns our interests with yours, as our compensation grows only when your portfolio does.
Asset Level
Annual Fee
Fee-Based Financial Planning
Our Fee-Based Financial Planning option is perfect for those who prefer a fixed-fee approach. This plan is based on your household's gross income and provides comprehensive financial planning services.
1% of Household Gross Income
With a ceiling of $10,000 or a minimum of $4,500, whichever is higher.
With a ceiling of $10,000 or a minimum of $4,500, whichever is higher.
Example 1: A married couple collectively earning $520,000 a year would pay a fee of $5,200.
Example 2: A single individual earning $190,000 per year would pay a fee of $4,500 (as it's the higher of the two options).
This pricing model ensures that you receive comprehensive financial planning services at a predictable cost, regardless of your asset level.
Who We
Serve
We specialize in crafting tailored financial solutions for discerning clients across industries. Our expertise spans from emerging entrepreneurs to established wealth managers, ensuring personalized strategies for every unique situation.
Business Owners
Entrepreneurs and business owners looking to enhance their tax strategy while scaling their companies.
High Income Earners
Medical professionals, lawyers, and executives seeking comprehensive wealth management and tax optimization strategies.
Tech Professionals
Software engineers, IT specialists, and tech leaders seeking guidance on RSUs, stock options, and long-term wealth building strategies.
Individuals & Families
Whether you're just starting your financial journey or planning for a major life event, we provide personalized guidance to help you achieve your goals.
Pre-Retirees & Retirees
We help you confidently transition into retirement and create a sustainable income plan to enjoy your golden years.
You!
No matter your financial situation or stage in life, we're here to help you achieve financial freedom and security. Your goals are our priority.
Meet Our Team
Connor Low, Owner/CEO
Wealth Management Advisor
Adam Haller, CFA
Director of Investment Management
Mackenzie Harbinson
Director of Client Experience
Jennifer Hubbard
Operations Associate
Contact
3604 Shannon Rd STE 105
Durham, NC 27707
© 2025 Iarann Wealth. All rights reserved.
BrokerCheckSecurities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Private Client Services, a Registered Investment Advisor. Private Client Services and Iarann Wealth are unaffiliated entitie. Iarann Wealth and Private Client Services do not offer tax or legal advice. Always consult a tax or legal professional regarding your specific situation.