Jonathan Greeson Financial Planning
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Office Located At:

100 West Main Street
Pikeville, NC  27863

*Open By Appointment Only*

Phone: 919-394-0700
Email:  jonathan@jonathangreeson.com 





Please send mail correspondence to:
P.O. Box 384
Pikeville, NC 27863
Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Jonathan Greeson Financial Planning, Patriot Wealth Management, and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. 

WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement.