Contact Us

At Pinafore, we listen first, and then collaborate with you to navigate confidently towards achieving your financial and personal goals.

We partner and bring value to our long-lasting relationships with you and your family in order to assist you with achieving your long-term goals.

3622 Lyckan Pkwy, Ste. 3004
Durham, NC 27707
Office 919.213.0458

Request a Speaker

Whether you are hosting a large event or an intimate gathering, Pinafore Wealth Counsel offers topics and valuable insights for your audience. In addition to standard topics of financial planning, investments, and economic outlooks, we deliver important “How To” style seminars and engaging conversations about what’s current in the world of personal finance. We tailor any topic to fit your audience’s needs.

Our most popular topics:

  • Women and Investing
  • Tax Smart Investment Strategies
  • The Role of Women in Philanthropy
  • Five Financial Strategies for Every Decade
  • Investing in Today’s “New” Normal
  • Knowing and Maximizing Your Personal Worth
  • Change and Transition

We are experts in financial matters and enjoy providing beneficial events for our audiences. For more information about having us speak at one of your upcoming gatherings or participate as a moderator or panelist, please fill out our form or contact us by phone. We would love to hear from you.
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