About Us | Manage Your Financial Future with PieCapital

Hi, I'm Will – I'm here to help you achieve your financial goals.

Prior to starting my investment career, I graduated from West Point, and served in the Army as an Airborne/Ranger-qualified aviation officer and helicopter pilot.

Today, I leverage over a decade of experience advising affluent families. Our goal is to help you make the most of what you've earned.

Based in Raleigh, I live with my wife and three kids, Cate, Ben and Jack, and can be seen drinking coffee at almost any time of the day.

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A wealth management partner who has your back.

PieCapital begins and ends with the vision of being deeply relevant to our small client base. Our goal isn't to be the biggest firm, but rather, provide our clients with the personalized service they need to feel confident in their financial future.

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Our mission is to help you live the life you want to live by turning your balance sheet into peace of mind.

Credentials

CFP®

For 50 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® Professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® Professional gives consumers confidence today and a more secure tomorrow.

CFA

A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute. A CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make members unparalleled professionals who are fully engaged in raising the standards of the investment management industry. The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With nearly 150,000 members and 149 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.

CEPA

MBA

We know it's not easy to find a financial advisor you can trust.

The average financial advisor works with 142 other clients. This leaves less than an hour to dedicate to each client every month.

We realized that hard-working families who've spent years building up their businesses or striving in their careers want a more hands-on approach when working with a wealth management advisor. An hour a month simply won't cut it when trying to build a stable future for yourself and your family.

OUR APPROACH

Our firm is small by design, allowing us to help each of our clients feel informed, confident, and at peace about the state of their finances.

Our vision is to help our small client base grow and preserve their wealth with as much care as it took to build it.

We believe each of our clients should have a personalized approach to wealth management, so we've built a firm that is ideally positioned to provide just that.

Serving Raleigh and beyond.

Financial Foundations Book For Kids

A passion for financial literacy inspired this tale about diversification. Bull & Bear Grow Together is a fun way to start introducing your kids to financial concepts, while still capturing all the imagination of a children's book.

Book Reviews

"Most of the wondrous things we have in this world came about because some people were willing to take risk and others were willing to bet on them. This is the purpose of Wall Street. Teach your little bulls and bears all about it so they can get excited to someday play their role. Start with the new Will Revels book."

– Josh Brown, star of CNBC's The Halftime Report and bestselling author of Backstage Wall Street

“Bull and Bear is an incredibly insightful and fun read. Will takes his young audience on a journey as two wonderful friends learn the benefits of diversification. The story provides a foundational first step for financial literacy."

– Rob Sechan, CEO, Managing Partner and Co-Founder at NewEdge Wealth

“As a financial advisor and parent, I know it's not always easy to teach your kids about money."

– Will Revels, Author

Learn More

Become a part of our select client base

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