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We put investment back into
investment advisor.

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Our Mission


WealthShield is an investment company designed to help entrepreneurial financial advisors succeed. We provide virtual chief investment officer services to deliver superior investment management, operational support, and technological advancement to our partners. Our belief is that investor psychology is the driving force behind markets. We have a unique strategy that helps you grow client wealth without having to suffer large market declines.

Coupled with our unique investment approach, our cutting-edge digital platform gives you the tools necessary to add scale and efficiently grow and market your business. We build the platform around your needs and customize a solution to help you provide the optimal client experience and investment offering. The methods we employ create a behaviorally palatable portfolio customized for the unique needs of your clients.

Ultimately, our goal is to save you the time you need to focus on what is most important--your clients. Our virtual services, paired with our collaborative investment strategy, allow you to refocus your efforts and attention on delivering superior investment advice--that way you can get back to becoming a true investment advisor. Through our ongoing strategic partnership, we deliver you a consistent and reliable investment experience so that you can grow your client wealth in the long-term for as little as 25 basis points.

WealthShield allows you to outsource everything from asset management and portfolio customization to compliance and back office support, while focusing primarily on the relationship management aspect of your business. We provide access to the advanced technological tools necessary to facilitate an efficient operation, so advisors can focus more time on their clients and create a custom differentiation strategy for their portfolios. This level of efficiency and scale, coupled with our collaborative asset management strategies, enables you to focus on client support and the growth of your business in the long-term.

Why Wealthshield


Customized

Every advisor has a different approach. With this in mind, we work with financial advisors in a customized manner to help them build an institutional, quality investment process.

Technology

We leverage modern technology resources to add scale and efficiency to our firms so that you can brand and promote your business with the most up to date technological platforms.

Integration

We become an integral team member to our partner firms, helping them grow their businesses and deepen client relationships in the long-term.

We simplify all elements of your wealth management process to give you the time you need to focus on what is most important: your clients.

Our Process


Strategize

We help you discover your investment philosophy and design a plan to create a customized, institutional quality asset management platform.

Execute

We work with you to implement systems and train team members to create a consistent and unique client experience.

Manage

We ensure that your investment approach runs smoothly to maintain existing relationships and attract new clients. 

Our core belief is that investor psychology is the driving force behind markets. We have a unique strategy that helps you grow client wealth without having to suffer large market declines. 

Meet the Team


Clint Sorenson, CFA®, CMT® Photo Clint Sorenson, CFA®, CMT® Hover Photo

Clint Sorenson, CFA®, CMT®

Co-Founder
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Clint Sorenson, CFA®, CMT®

Co-Founder

Clint@wealthshield.co | LinkedIn Profile

Managing Partner of Emerald Investment Partners, LLC and Co-Founder of WealthShield, Clint has long been dedicated to innovating and accelerating the investment landscape. His unique system leverages proprietary quantitative strategies, by fusing together behavioral finance, fundamental and technical analysis.

Clint is a Chartered Market Technician and Chartered Financial Analyst, proficient in a broad range of investment topics. Before becoming a founding partner of WealthShield, LLC, Clint was a financial consultant at Gunnet, Best & Sorenson Financial Group of Wells Fargo Advisors. He earned his bachelor’s degree from the University of North Carolina at Chapel Hill and, now, serves on the boards of the Market Technicians Association, Inc. and the CFA Society North Carolina, where he currently serves as President.

Robert Leggett, CFA®, CFP®, JD® Photo Robert Leggett, CFA®, CFP®, JD® Hover Photo

Robert Leggett, CFA®, CFP®, JD®

Co-Founder
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Robert Leggett, CFA®, CFP®, JD®

Co-Founder

Robert@wealthshield.co | LinkedIn Profile

Robert Leggett is a Chartered Financial Analyst, Certified Financial Planner, and Managing Partner of Emerald Investment, LLC. He is also a co-founder of WealthShield LLC. His career spans more than two decades in business, including extensive work in financial services, legal, tax, real estate and accounting which, together, give him the the diverse experience needed to manage and grow wealth in today’s marketplace.

For more than 15 years, Robert has focused on tapping into the power of passive investments to diversify, reduce expenses and create tax-efficient portfolios. He believes that proper asset allocation and risk management strategies add value and drive long-term portfolio performance, and he takes this approach with WealthShield’s clients daily.

Prior to joining Emerald, Robert served as CEO of a $250 million family business, giving him unique insights into the challenges business owners face. Before this role, Robert was the first Vice President of UBS in Raleigh, Vice President of Merrill Lynch in Cary, President/CEO of Leggett Stores in Danville and, first, an attorney at the regional law firm of Mays & Valentine. He earned a Bachelor of Science degree in Business Administration with a concentration in accounting from Emory University, where he graduated summa cum laude. He earned his Juris Doctor from the T.C. Williams School of Law at the University of Richmond.

Michael D. Hakerem, CFA® Photo Michael D. Hakerem, CFA® Hover Photo

Michael D. Hakerem, CFA®

Advisor Consultant
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Michael D. Hakerem, CFA® 

Advisor Consultant

michael@empoweredportfolios.com | LinkedIn Profile

Michael Hakerem joined WealthShield in 2016 as an Advisor Consultant. As the founder of Empowered Portfolios®, LLC, Michael focuses on sharing the experience and comprehensive strategies that his team has used to successfully grow and scale an independent RIA to nearly 100% fee-based, while increasing assets and revenues more than fourfold. His career includes more than 20 years in private wealth management and custom portfolio design, developing award-winning financial technologies for securities research and portfolio management. With a deep passion for advocacy, Michael’s approach is advisor-centric and investor-focused, with an eye on helping independent advisors build long-term wealth management businesses through differentiated services and enhanced strategic planning and execution. 

Michael currently serves as co-founder and chief investment officer (CIO) of Glenwood Financial Partners, leveraging Empowered Portfolios® to manage the diverse investment needs of high-net-worth clients. Prior, he was founding principal and CIO at Triangle Securities Wealth Management in Raleigh, Portfolio Manager/Buy-Side Equity Strategist at Wachovia Securities in Richmond, and lead architect of a series of smart decision-support tools to help advisors acquire, retain, and manage high-net-worth investors. He holds a B.B.A. in Finance and Economics from James Madison University. 


Caroline Leggett Photo Caroline Leggett Hover Photo

Caroline Leggett

Director of Marketing
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Caroline Leggett

Director of Marketing

caroline@wealthshield.co | LinkedIn Profile

Caroline Leggett joined WealthShield, LLC as Director of Marketing in 2017. Before joining the WealthShield, Caroline was an Account Manager and, prior, a Recruiter for Insight Global, an award-winning national staffing company that specializes in the accounting, financial and engineering industries. She has also held roles at the North Carolina Legislature and the London-based nonprofit Standing Together Against Domestic Violence. Throughout these experiences, Caroline focused on tapping into data-driven marketing best practices to drive meaningful, measurable results for her clients and the businesses she supported. She now brings that experience to WealthShield, creating comprehensive marketing, business development and strategic growth initiatives that accelerate engagement and success.

Caroline attended the University of North Carolina at Chapel Hill, and holds a bachelor’s degree in international studies, political science, and anthropology. She currently lives in Raleigh, NC.

David Stefanick Photo David Stefanick Hover Photo

David Stefanick

Director of Research
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David Stefanick

Director of Research

david@wealthshield.co |  LinkedIn Profile


Joining WealthShield, LLC as the Director of Research in 2017, David Stefanick works closely with executive leadership to help steer the strategic direction of the organization. With a focus on managing model portfolios and the company’s quantitative models, David is central to WealthShield's short- and long-term objectives, and he lays the groundwork for many of its broad-reaching client initiatives. 

Prior to joining Emerald, David was an Investment Analyst for the North Carolina Department of State Treasurer. Here, he analyzed financial and credit insights to forecast business and economic conditions to help drive high-value decisions for the state’s pension fund and other investments. His work included tracking portfolio performance, asset allocation, determining acceptable risk levels, and supporting the due diligence and investment processes of the fund. 

David earned his MBA in Applied Investment Management from the University of North Carolina at Charlotte. He holds a dual BA from the University of North Carolina at Chapel Hill, with an emphasis on Exercise & Sport Science and Peace, War& Defense. David has passed all three levels of the CFA Program, and may be awarded the charter upon completion of the required work experience.

Our Partners

At WealthShield, we have formed strategic partnerships that help us to deliver you the highest quality of service. We want you to have state-of-the-art technological platforms  and research capabilities at your disposal, and the partnerships we have formed allow us to give you all of the tools necessary to deliver guaranteed client satisfaction.  We have fostered strong relationships with each of the firms listed below in order to provide you with the support you need to offer the highest standard of service to your clients.  


Libertyfi 

envestnet | pmc


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Contact Us

Phone

919-948-4452

Address

1225 Crescent Green
Suite 210
Cary, NC 27518

Email

info@wealthshieldadvisor.com