Pinehurst Capital Email Format
Financial ServicesNorth Carolina, United States0-1 Employees
Pinehurst Capital is an independent financial advisory firm based in Pinehurst, North Carolina, focused on retirees and those approaching retirement. It prioritizes wealth preservation and stable retirement income over traditional stock-bond-mutual fund allocations, recognizing retirement as a fundamental life change that may require portfolio adjustments. Founded in 1983, the firm seeks to provide tailored guidance because it operates independently of brokerages and banks. Its offerings are anchored in three pillars—guaranteed lifetime retirement income, fully integrated tax reduction strategies, and portfolio stability—with guarantees dependent on the issuing insurer's financial strength. A notable development in its recent history is the March 2021 merger with CG Financial Services.