Find An Advisor
Retirement Plan Advisors and Wealth Managers

Wilmington, NC

Arc Image
Working Image

World Investment Advisors - Coastal Carolina

Transition from retirement saving to retirement income. We develop strategies for you to transition from saving for retirement to spending in retirement. With the replacement of pensions with 401k plans and the uncertainty of Social Security's ability to maintain future benefits, the responsibility to provide retirement income has been placed more and more on individuals. Retirees have to deal with longevity, inflation and investment risks. As you transition from retirement saving to retirement spending, your strategies should also change. Retirees' focus is increasing the reliability of income while taking only the risk necessary. Our retirement income strategy divides your retirement into separate segments, each with a different investment objective and time horizon. The number and length of segments are customized to your cashflow needs. After each segment is spent, the next segment will then be moved to conservative allocation as was used in the first segment. This allows your long-term money to stay invested in the market for potential growth. The time-segmented structure of your income planning strategy will help you manage your emotions and design a personalized lifetime income plan based on your retirement spending goals.

MEET THE TEAM

Greg Kutrow
Managing Director
Email Me

Greg Kutrow began a career in financial services with the Principal Financial Group in 1989, serving as an advisor and a Regional Managing Director for the Principal in Greensboro, North Carolina and Washington, DC. Greg joined Pensionmark (now WIA), a national retirement plan and wealth management firm headquartered in Santa Barbara, California in early 2018.

Greg is a CERTIFIED FINANCIAL PLANNER™ professional and CERTIFIED PLAN FIDUCIARY ADVISOR™. A Registered Representative with Pensionmark Securities Greg holds Securities registrations Series 6 (Investment Company Products/Variable Contracts Limited Representative), 63 (Uniform Securities Agent State Law Exam), 24 (General Securities Principal), and 7 (General Securities Representative). Greg is a graduate of the University of North Carolina and currently resides in Wilmington, NC with his family.

ADDRESS & CONTACT INFO

World Investment Advisors - Coastal Carolina
226 N Front St.
Wilmington, NC 28401
910-756-0188

HOURS OF OPERATION

Day of the Week
satClosed
sunClosed
mon9:00 AM - 5:00 PM
tue9:00 AM - 5:00 PM
wed9:00 AM - 5:00 PM
thu9:00 AM - 5:00 PM
fri9:00 AM - 5:00 PM

WORLD INVESTMENT ADVISORS

Questions or comments? Reach out to us!

Contact Us