Pinehurst Wealth, LLC, in celebration of a successful first year filled with significant milestones and community recognition, announced plans to expand its commitment to giving back in 2025. Founded near the end of 2023 by Melanie Granville Leahy, CFP^®, the firm has quickly become a trusted resource for retirees in and around Moore County, earning accolades for its dedication to financial excellence and community impact.

A Commitment to Giving Back

This year, Pinehurst Wealth will launch a new initiative designed to support the charities that matter most to its clients while expanding access to the firm’s retirement planning strategies. Through this program, Pinehurst Wealth will make a charitable donation to a client’s chosen cause for every individual they refer who meets with the firm to explore strategies for achieving financial confidence and freedom.

“Our mission has always been to help retirees navigate their financial journeys with clarity, confidence, and peace of mind,” said Melanie Granville Leahy, Founder and CEO of Pinehurst Wealth. “This initiative will allow us to align our mission of empowering retirees with our commitment to giving back to the community. By supporting the causes closest to our clients’ hearts, we hope to make a meaningful impact on their lives and the broader community.”

2024: A Year of Growth and Impact

In just over a year, Pinehurst Wealth has earned a reputation for helping retirees achieve financial stability, regardless of market conditions. Its innovative income planning strategies provide clients with the confidence and freedom to enjoy their retirement fully. Reflecting on the firm’s rapid growth, Leahy emphasized the importance of its local roots.

“As a native of the Sandhills area, I feel a deeply personal connection to this community,” said Leahy. “Every milestone we achieve reflects our team’s hard work as well as the trust and support of our clients and neighbors. Looking to the future, we remain committed to serving this community with integrity and dedication.”

Named Best of the Pines #1 Financial Planner

Pinehurst Wealth achieved perhaps its biggest recognition in 2024 when it was voted the #1 Financial Planner in The Pilot’s Best of the Pines 2024 awards, an annual honor highlighting businesses that excel in their fields. The award reflects the trust and support Pinehurst Wealth has earned from its clients and the community. The 2024 competition had over 23,000 participants voting across 194 categories.

“Small businesses are a vital and critical part of our community,” said Linda Parsons, the Director of the Moore County Chamber of Commerce. “Each of these businesses provides Moore County continued economic vitality. The Moore County Chamber is proud of those that are being recognized by the Best of the Pines, working tirelessly to bring excellence to the community.”

Pinehurst Mayor Patrick Pizzella added, “Congratulations to Pinehurst’s newest business, Pinehurst Wealth, being voted #1 in the Best of the Pines 2024. Thriving local businesses are important to the prosperity of our historic Village.”

Recognition for Excellence and Integrity

Pinehurst Wealth achieved two other significant milestones in 2024:

A+ Rating from the Better Business Bureau (BBB): This top-tier rating recognizes Pinehurst Wealth for its dedication to ethical business practices, client satisfaction, and service excellence.

Registered Trademark Status: Pinehurst Wealth officially received registered trademark status from the United States Patent and Trademark Office (USPTO), further solidifying its brand as a trusted leader in financial planning and wealth management services.

“These achievements represent our ongoing commitment to serving our clients with integrity and professionalism,” added Leahy. “We are proud to deliver exceptional financial planning solutions and build lasting relationships with the people who trust us with their financial future.”

About Pinehurst Wealth, LLC

Founded near the end of 2023, Pinehurst Wealth is located in the heart of Pinehurst, North Carolina. Under the leadership of Melanie Granville Leahy, CFP^®, the firm specializes in retirement planning, offering personalized strategies to ensure financial stability and peace of mind for its clients. Pinehurst Wealth is proud to hold registered trademark status and an A+ rating from the Better Business Bureau, reflecting its commitment to excellence, transparency, and community.

For more information about Pinehurst Wealth and its award-winning services, visit www.evergreenincome.com or call (910) 999-PINE.

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Pinehurst Wealth, LLC, and Sound Income Strategies, LLC, are not associated entities.

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