Planning your route to
financial success

Have you been searching for a financial advisor who has honest conversations, clear explanations, and a focus on helping you understand the “why” behind the numbers?

A place where meeting with your advisor feels like a talk between friends instead of a stuffy corporate function?

At Cherry Wealth Planning, we’re different. We don’t have over-the-top sales pitches or confusing spreadsheets. We’re transparent and plain-speaking.

We’re your neighbors, your friends, the folks you might bump into at the grocery store on Saturday morning; and we want to show you how we can help you cultivate your finances and grow your wealth.

Explore Our Services

beardy guy sitting alone on a river coast, enjoying the sunset,

Managing your finances can be a bitter and time-consuming experience, and planning for retirement can be daunting. There are so many questions, like: Will my money last? What about healthcare costs? What if something unexpected happens? When you plan now, there’s less chance you’ll worry later.

Reach Your Financial Finish Line

At Cherry Wealth Planning, we want to help keep your finances moving forward – to the finish line and beyond.

And as a CERTIFIED FINANCIAL PLANNER™ professional, we always act in your best interest, and to do so with honesty, integrity, competence, and diligence.

Here’s what we help with:

Investment Portfolio Review

Insurance Review

Financial Position Review & Prioritization

Financial Organization

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Cash Flow Analysis

Employee Benefit Review

Education Planning

Retirement Income Planning

Access to Financial Planning Tools

Goal-Based Planning

Investment Planning

Future Financial Position Planning

Retirement Plan Optimization

Comprehensive Financial Plan

Income Planning

Executive & Key Person Planning

Social Security Analysis

Basic Estate Review

Business Planning

Tax Planning & Projections

For more information about how our services can keep you on pace, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Contact Us

Running Your Race

Life can be like a marathon in a lot of ways, and we meet you where we are in your financial race to create a path that leads you to your goals. Our strategies are tailored to your needs and objectives, and our years of experience have prepared us to guide you through your life’s transitions.

Our process starts with a collaborative discussion, where we’ll take a deep-dive into your financial habits, lifestyle, and goals.

Next, we’ll do a risk assessment to determine the level of risk you’re comfortable with. Then, we’ll build a comprehensive plan to help bring those goals to life. And since a financial plan is like a marathon, we’ll continue to have conversations, changes, and tweaks to your plan as time goes on and your life changes.

Whether you are investing to build wealth, protecting your family, or preserving your assets, our personalized service focuses on your needs, wants, and long-term goals. For more information on our process, please reach out to our team.

Contact Us

Our Cherry-Picked Team

Vincent Cherry, CFP^®, ChFC^®

Financial Advisor

I’ve been happily married to the love of my life Tammy for 21 years now! Our college and high school kids, Trey, Isaac, and Allie, always keep us on the go and it’s awesome. Tammy and I met at N.C. State University, and as alumni, we enjoy rooting for the Wolfpack every chance we get. With life as busy as it is, being intentional about family time is important and we like to get away for a weekend, visit a new restaurant or just make time for a quiet date night as often as we can.

Gastonia, NC is home and I love being part of my community. I serve as an elder at Living Hope Church in Belmont and lead one of our small group Bible studies. I’m a past-president of the Rotary Club of Gastonia, have served on the Schiele Museum of Natural History board of directors and I’m currently on the board of the United Way of Gaston County. I’ve even shown off my dance skills for charity by competing in the Boys and Girls Club of Greater Gaston’s annual Dancing for Future Stars fundraiser!

I love being active and am deeply involved in the local F3 men’s leadership group where I regularly participate in and lead many of the workouts around Gaston County. Running isn’t for everybody, but I’ve been logging miles for over 15 years. I’ve run dozens of races all over the country like the New York City marathon and Hood to Coast relay in Oregon. My goal is to run a long-distance race in every state and so far, I’ve checked off 18 of them!

Deep relationships and the joy that comes from them is a big reason for the work we do, and I can’t wait to meet the many new families we’ll have a positive impact with for years to come.

Tammy Cherry

Practice Administrator

Hi! I’m Tammy, practice administrator for Cherry Wealth Planning. Together Vinnie and I keep the wheels turning in our household and our business which requires a lot of teamwork and coordination.

Being wife to Vinnie, mom to Trey, Isaac, and Allie, and also a Realtor® keeps me very busy but learning the financial services business has been pretty awesome too. Working with him to help our client-friends and build our business together has become a passion of mine.

In my free time, I enjoy working out with friends, watching ALL the sports with my guys, and shopping with Allie. Being a NC State grad, I’m a huge Wolfpack fan but now have some loyalty to the ECU Pirates due to Trey (and our money!) going there. We’ll find out next year what third school we’ll be adding to our list when Isaac graduates from high school.

I grew up in Randolph County, NC and love that area so much. However, after Vinnie and I married, he convinced me to move to Gaston County and I couldn’t be happier here. I love this area and enjoy calling it home! Whether we’re cheering for the South Point Red Raiders on a Friday night, supporting local restaurants and businesses, or serving with our church around the community, we love being engaged side-by-side with those we serve, and it’s been a blessing to our whole family.

Check the background of investment professionals on FINRA’s BrokerCheck.

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Address

32 N. Main Street, Suite 104
Belmont, NC 28012

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Email

Email Vincent

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Phone

Office: (704) 829-3562
Cell: (704) 460-4516
Text: (704) 389-9933

Have a question or ready to grow your wealth?

Fill out the form below to schedule a consultation with Cherry Wealth Planning today.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Cherry Wealth Planning are not affiliated. This communication is strictly intended for individuals residing in the states of AL, FL, GA, NH, NC, SC. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Cherry Wealth Planning makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Cherry Wealth Planning

Planning your route to financial success