Let’s have a Conversation
Whether you have a specific financial question or simply want to get acquainted, we’re here to listen.
Contact us today to take the first step toward bringing clarity to your financial life. We look forward to learning how we can help.
Where to Find Us
Office Address:
110 Oakwood Drive, STE 470
Winston Salem, NC 27103
Phone Number:
336.979.1755
Questions We’re Often Asked
Where are my assets held?
Your money and investments are safely held at Fidelity’s National Financial Services, one of the industry’s leading providers of safeguarding assets and investments (custody of assets). Riazzi Rhyne & Swaim Investment Group, &Partners, and Fidelity all work together to help meet our fiduciary obligations, safekeep your assets and enable excellent service.
Who is &Partners and why do you work with them?
We are proudly partnered with &Partners, a wealth management firm with robust technology, a flexible investment platform and premium service for the sole purpose of helping you realize your financial goals. &Partners is built on the premise that every client has a unique story and distinct financial needs—from wealth building to legacy planning.
What makes Riazzi Rhyne & Swaim different?
Our focus on serving rural broadband providers, combined with decades guiding investors, allows us to provide carefully tailored wealth strategies. As independent advisors, we always put our clients’ interests first.
What is your wealth management philosophy?
We adhere to a disciplined process beginning with deeply understanding your goals, concerns, and values. We then develop a dynamic wealth plan and investment approach aligned with what you want your wealth to accomplish. Equally vital is our emphasis on ongoing communication to help you stay on course.
How do you work with clients?
We believe wealth management is most impactful when it’s rooted in long-term, trusted relationships. We aim to serve as your financial advocates through life’s transitions, prioritizing thoughtful planning and attentive service. Our team works closely together to deliver cohesive guidance attuned to your evolving circumstances.
How are you compensated?
We are a fee-based practice. We believe this helps align our interests with our clients’ and minimizes potential conflicts. We are transparent about our fee structure and always put clients’ needs at the forefront. Specific fee details are discussed during our introductory meetings.
What is your fee structure?
We operate on a fee basis, which we believe best aligns our interests with yours and minimizes conflicts. We are always transparent about our fees and place clients’ needs above all else. Specific fee details are provided during our introductory conversations.
What types of clients do you work with?
We have particular depth serving rural broadband providers and their leadership teams. We also specialize in wealth management for successful individuals and families, including intergenerational planning and retirement lifestyle funding. While diverse, our clients share a desire for financial clarity and confidence.
How do your partnerships with &Partners and Fidelity benefit me as a client?
Our affiliation with &Partners and Fidelity provides a robust operational, investment, and technology platform to support our specialized work with clients. &Partners shares our commitment to objective advice and offers valuable resources like an on-call investment team. Fidelity provides secure custody of client assets and best-in-class trading capabilities. Together, these partnerships allow us to focus on providing unbiased, comprehensive wealth management.
