About Us
Norkum Wealth Management is based on a set of core
values and a guiding purpose. Our purpose defines why we do what we do; our values define
how we do it.
Norkum Wealth Management’s purpose is:
To become our
client’s’ most trusted advisor
Norkum Wealth Management’s core values are:
| Honesty |
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To be truthful with our clients |
| Responsibility |
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To take accountability for the needs of
our clients while earning their respect |
| Compassion |
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To understand the needs of our clients;
both for what they are trying to do in life and who they are trying to be in the life of
others |
| Friendliness |
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To be there, with a smile, when our
clients need us most |
| Integrity |
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To do what we say and be who we are |
What does all this mean to you? What it means is
that Norkum Wealth Management will help you meet your insurance, investment, retirement
and divorce planning needs by earning your trust. Using our Classic Approach to
Client Care, we will earn your trust through honesty, responsibility,
friendliness, integrity, and a compassion for knowledge and learning.
Richard Norkum has been offering financial services in
the Carolinas since 1981. The firm began by offering accounting and tax services to
individuals and small businesses. Because of his consultative style, his clients started
asking him many financial questions such as, "Will I have enough money to
retire?" and "How can I save money on a tax advantaged basis?" to name just
a few.
Soon after he started offering his clients financial
planning services that showed his clients where they were in terms of today’s dollars
in relationship to where they wanted to be in the future. In addition, he became licensed
in investment and insurance products to help his clients implement their plans.
Today, Rich Norkum and Norkum Wealth Management are still
helping clients to achieve their financial dreams and goals. He has helped hundreds of
people to retire comfortably, educate their children, save money on taxes, and pass their
estates onto their heirs and not the IRS.
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