Building a Better 401k!

Carolina Wealth Management is an independent, fee only registered investment advisory firm committed to helping plan sponsors design and maintain a best in class retirement plan.  Our belief is the foundation of each relationship determines its destiny.

 

Integrity

Independence

Professionalism

 
These are not merely words but the founding principles that guide all of our interactions.   
 

Our Mission Statement

Carolina Wealth Institutional is dedicated to providing our clients with a retirement plan platform:

  • Utilizing prudent investment options
  • Offering unbiased plan sponsor and participant education
  • Assisting plan fiduciaries in managing their responsibility 
  • Maintaining a fully transparent fee structure.

Plan Design

Open architecture allows the plan sponsor to utilize an independent custodian, record keeper, administrator and investment advisor in one platform.

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Fee Transparency

All plans charge fees, but some just make it more difficult to identify the fees charged.

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Fiduciary Role

We are committed to our fiduciary standards to care. Our fiduciary role is your advantage.

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Employee Education

Employees are the fuel that feed the 401k engine and ultimately are the beneficiaries of their own decisions.

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