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Carolina Wealth Management

Greenville Office

1706-A East Arlington Blvd.
Greenville, NC 27858

(252) 439-1344

(800) 372-0452

(866) 295-6986

Pinehurst Office

244 Olmsted Blvd. Suite D
Pinehurst, NC 28374

(910) 215-0162

(800) 372-0452

(866) 295-6986

1706-A East Arlington Blvd.
Greenville, NC 27858

244 Olmsted Blvd. Suite D
Pinehurst, NC 28374

Complimentary "Get Acquainted" Meeting

We offer a complimentary "Get Acquainted" meeting to describe our services,
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Branding

Meet The Team

David R. Damm, AIF®

Managing Partner

David R. Damm, AIF®David is the co-founder of Carolina Wealth Management, Inc. He is a senior investment advisor to individuals and chairs the firm’s Investment Committee. For over 20 years, David has written investment articles, hosted seminars and has been involved in helping individuals develop prudent investment practices for their investment and retirement accounts. In 2018, he was interviewed and published in an article, “Educating the Public on Investing Leads to a Successful Wealth Management Firm,” in the January edition of Advisors Magazine.

David is certified as an Accredited Investment Fiduciary (AIF), by the Center for Fiduciary Studies in association with the University of Pittsburgh's Center for Executive Education. He received a BS from Appalachian State University and an MBA from East Carolina University.

David was born and raised in Greensboro, NC. David and his wife, Lori have three children and currently live in Greenville, NC. He is active in the community and has participated on many local and national boards and committees. In his spare time, he enjoys spending time with his family, playing golf and hockey, and traveling.

Derek Pszenny

Managing Partner

Derek Pszenny, AIF®Derek is the co-founder of Carolina Wealth Management, Inc. He serves as a senior investment advisor to individual and corporate clients. Derek also serves as the firm's liaison with other professional advisors in the area of tax, estate and charitable planning.

As a former U.S. Marine, Derek believes that integrity and transparency are the most important characteristics in a financial advisor. Therefore, he devotes most of his time to educating the public about the "dark secrets" of the brokerage industry. He learned these secrets while working for two national brokerage firms, prior to joining a local independent investment advisory firm.

Derek is actively involved in several community activities including the East Carolina Economics Advancement Council, Southern Pines Rotary Club, Boys and Girls Club of the Sandhills and the Moore County Chamber of Commerce.

Derek lives in Pinehurst with his wife, two children and two dogs.

Duff Meyer, AIF®

Institutional Director

Duff Meyer, AIF®Duff is the Director of Qualified Plans at Carolina Wealth Management.  He is dedicated to helping plan sponsors understand and remain compliant in the changing regulatory environment.

Additionally, Duff has written several articles and presented to management and human resource organizations on ways to improve your qualified plan. The most popular, Five Steps to a Better Retirement Plan, is a step-by-step guide for plan sponsors to build a better 401k plan. Duff remains a consistent advocate for the plan sponsor, the plan participant and a transparent retirement plan industry.

Duff is certified as an Accredited Investment Fiduciary (AIF). AIF designees are trained in investment fiduciary responsibility and portfolio management.

Duff lives in Pinehurst with his wife and enjoys fishing, golfing and reading.

JONATHAN BLACKWELL, CFP®

Qualified Plan Consultant

Jonathan BlackwellJonathan is a Qualified Plan Consultant at Carolina Wealth Management. Jonathan has twenty years of experience working in the financial services industry assisting small to medium size companies in North Carolina. He has also been a Certified Financial Planner™ practitioner since 2004.

Actively involved in the Triangle since 1998, he has been through the Leadership Cary program, served on the board of the Lucy Daniels Center and volunteered in the past with the MS150, Jaycees, Junior Achievement and Raleigh, Cary and Garner Chambers of Commerce.

Born and raised outside of Charlotte, Jonathan received a Bachelor of Arts degree in economics from N.C. State University. He currently resides in Chapel Hill with his wife, daughter, three dogs, two cats, ten chickens and six goats. He enjoys hiking, mountain biking, fly fishing and working on his mini-farm.

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Case Study Work

Client

Sunmill Energy

Area

Branding / Webdesign

Date

March 2016

Visit Website

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The Company

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The Mission

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Branding

Finding a new brand identity.

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UI/UX Design

Creating a new web experience.

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App Solution

An application that covers all my client's needs in one coherent design.

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In enim justo, rhoncus ut, imperdiet a, venenatis vitae, justo. Nullam dictum felis eu pede mollis pretium. Integer tincidunt. Cras dapibus. Vivamus elementum semper nisi. Aenean vulputate eleifend tellus. Aenean leo ligula, porttitor eu, consequat vitae, eleifend ac, enim.

Credits

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Continue reading

  • Created on .

Case Study Branding

Client

Sunmill Energy

Area

Branding / Webdesign

Date

March 2016

Visit Website

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus.

The Company

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Donec quam felis, ultricies nec, pellentesque eu, pretium quis, sem. Nulla consequat massa quis enim. Donec pede justo, fringilla vel, aliquet nec, vulputate eget, arcu. In enim justo, rhoncus ut, imperdiet a, venenatis vitae, justo nullam.

The Mission

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Donec quam felis, ultricies nec, pellentesque eu, pretium quis, sem. Nulla consequat massa quis enim. Donec pede justo, fringilla vel, aliquet nec, vulputate eget, arcu. In enim justo, rhoncus ut, imperdiet a, venenatis vitae, justo nullam.

Branding

Finding a new brand identity.

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus donec.

UI/UX Design

Creating the new web experience.

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus donec.

App Solution

An application that covers all my client's needs in one coherent design.

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient.

In enim justo, rhoncus ut, imperdiet a, venenatis vitae, justo. Nullam dictum felis eu pede mollis pretium. Integer tincidunt. Cras dapibus. Vivamus elementum semper nisi. Aenean vulputate eleifend tellus. Aenean leo ligula, porttitor eu, consequat vitae, eleifend ac, enim.

Credits

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

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An Independent
Financial Advisory Firm.

INTEGRITY . . . INDEPENDENCE . . . PROFESSIONALISM

Free Financial Review

Investment Management

The economic markets of today are rapidly changing.

We analyze and monitor the movement of stocks, bonds, mutual funds, etfs, and money market funds to focus on proper asset allocation models.

Learn More

Retirement Planning

Disciplined retirement planning builds a clear path to your financial security.

We help you establish realistic outlines and investment recommendations for managing your financial priorities both now, and in the future.

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Simply Better Financial Advice

Why Choose Us

Carolina Wealth Management, Inc. is an independent, registered investment advisory firm. Our primary goal is to educate individuals about today's financial markets in order to help them plan for a secure financial future. As a fiduciary, we utilize a prudent investment process focused on the individual not the investment product. Our personal service and dedication to client needs set us apart from the competition.

In providing these services to our clients:

Unlike many advisors, we never accept sales commissions; instead, we charge a reasonable fee.

We offer customized, non-proprietary solutions solely in our Clients’ best interest.

We are committed to these principles. They direct our fund management, our investment programs and our financial advice.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Get in touch

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Contact

  • Phone:
    (252) 439-1344
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