About Wackelin Financial Services | NC Wealth Management Firm

^{About Us}We're Here For You Through Life’s Transitions

For over 30 years, Wackelin Financial has helped individuals, families, and small business owners navigate change with structure and intention. Founded in Greenville, NC, our firm was built to serve independent women, multi-generational families, and business owners across every life stage. We bring experience, simplicity, and personal service to every financial conversation.

^{Meet Your Advisor}
Bruce Wackelin

Bruce founded Wackelin Financial Services in 1990, with the goal of offering independent, conflict-free financial guidance, free from the constraints of proprietary products. With a background in both insurance and investment services, he brings over three decades of experience and perspective to each client relationship. Based in Greenville, Bruce is deeply involved in his community and takes pride in building long-term relationships grounded in service and trust.

The Support You Need With Plans Backed By Strategic Partnerships

We work with a curated network of trusted professionals—CPAs, attorneys, and specialty advisors—to provide the additional insight and support your unique situation may require. These partnerships allow us to stay agile, responsive, and fully focused on your goals.

Take Your Next Step With Confidence & Control Of Your Financial Life

Let's Get Started

Whether you’re facing a major transition or just ready for a clearer plan, we’re here to help. Let’s start the conversation and create a plan that’s built around you and your evolving needs.