Family Office
Wealthshield Partners (WSP)
Wealthshield Partners, founded in 2013, is a US investment advisory firm headquartered in Cary, North Carolina. The firm currently operates under the DBAs Golden Pine Advisory, Madison Oaks Wealth Partners, Harborview Advisors, and Harborview Investments.As of December 31, 2024, the firm reported $1.1bn in discretionar…
Headquarters
Cary, North Carolina
Website
www.wealthshieldpartners.comDecision-makers
Robert Leggett
Founder, Managing Partner & Chief Executive Officer
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