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Financial Advice
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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.
Carolina Wealth utilizes a prudent investment process developed and tailored to meet each client's needs. We believe each client's investment portfolio should align with their financial goals. Our process is focused on identifying investment opportunities that have reasonable fees, acceptable risk characteristics and the potential for higher returns. This process includes-
Initial Consultation - We provide you with an overview of our practices, policies and services. During this meeting, we may also discuss your assets, liabilities, income sources, insurance, retirement benefits, current investments, educational plans, and taxes. Most importantly, we address the your financial goals and risk profile.
Investment Analysis - We conduct an in-depth analysis of your current investment portfolio. This includes reviewing the investment management, the risk exposure, the diversification, the fees and the alignment of the portfolio with your stated goals.
Investment Recommendation - Based upon the information gathered, we provide you with an investment plan customized to meet your investment risks, goals and objectives.
Implementation - After agreeing on a course of action, we implement the portfolio recommendations while keeping the client informed about any and all changes.
On-Going Monitoring - After the investment plan has been implemented, we provide continous management while analyizing, adjusting and/or rebalancing each client's portfolio regularly.
Many investors look for an advisor to help them plan for their future because they simply do not have the time or the inclination to manage their own assets. At Carolina Wealth Management, Inc. we specialize in providing a complete package of financial services to meet your personal and/or corporate needs.
We believe that if you want a professional to help you manage your money you should be advised by someone whose concern is your financial well-being. Thus, we believe your investment advice should come from someone whose compensation does not depend on which particular investment you purchase.
Operating from this viewpoint, we constantly review, analyze, and recommend only proven investments that help you meet your personal and financial objectives. Our primary goal is to put your hard-earned dollars to work for you in the most cost-efficient and productive way possible.
A few reasons to choose Carolina Wealth as your advisor-
Integrity – We believe it is important to provide clients with information about their investments so they can ask appropriate questions and hold their adviser accountable. Additionally, we encourage active communication with our clients to keep them abreast of market conditions.
Personal Service – We believe a personal relationship with each client acts as the foundation for a sound investing strategy. All of our investment education, individualized portfolio planning and strategy is based in part on direct, open communications with our clients.
Education - We provide investment education for all of our clients (both individual and corporate). We have found that people are more comfortable with their investments if they have some understanding of investing basics. Carolina Wealth Management also provides a newsletter each quarter that contains updates on current developments in the financial markets and articles designed be informative and to educate
Transparency – Carolina Wealth Management does not receive commissions from financial products and has no affiliation to any investment manager. This provides freedom from bias when recommending investments. Our incentive is to create the most effective portfolio possible for our clients.
Accountability - Most investors do not know how to measure their investment returns. We provide reports to show how individual holdings have performed against their benchmarks. We monitor these holdings and notify clients when changes need to be made with the investment.
Trust - By providing un-biased advise, conducting educational consultations, establishing prudent investment portfolios, and creating a "win/win" partnership with our clients allows our clients to sleep comfortably knowing they can trust our team that is working for them.
