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Why Choose CWM?

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.