Welcome to Carolina Wealth Management!

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:

  • We are committed to doing the right thing – alwaysWe have taken great care in hiring quality people with excellent professional backgrounds.

  • We insist the adviser's primary concern is the client's financial well-being.  Therefore, we believe that investment advice should come from an adviser whose compensation does not depend on commissions paid by the sale of a particular investment product. 
  • We strongly believe in investment education.  We want our clients to understand what we do and why.  We believe that an educated investor is an asset to our industry and an "investment-educated" client is a client for life.

 

INTEGRITY

INDEPENDENCE

PROFESSIONALISM

 

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

Investment Management

We create portfolios that serve your needs for the future and for today.

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Retirement Planning

A solid plan aims to preserve the maximum amount of wealth for the intended beneficiaries.

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Investment Education

We provide trusted directions for your financial future.

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