The Friend Wealth Group

With 60 years of combined experience in the financial services business, The Friend Wealth Group partners with clients to create individualized wealth plans that prioritize long-term financial stability. The three-person team is committed to building trusting advisory relationships with individuals, families and businesses so clients can pursue their passions and create intentional, fulfilling lives. Inspired by the importance of legacy, The Friend Wealth Group offers informed insights and objective guidance to help give clients financial peace of mind.

Joseph Friend headshot

Joseph Friend, CPFA®, CRPC®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

919-571-6259
Email |
Alex Friend headshot

Alexander Friend

Financial Advisor

919-571-6249
Email |
Connor Knapp headshot

Connor Knapp

Registered Client Associate

919-571-6250

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Strategist



advisor

Wealth Strategist


advisor

Wealth Management Banker


Disclosures

Joseph Friend, NMLS # 1910951, and Alexander Friend, NMLS # 2505947 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.