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.
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.