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Independent. Professional.

CAROLINA WEALTH MANAGEMENT

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The power of fiduciary advice. As independent advisors, our sole responsibility is to act in your best interest. This commitment is the bedrock of our firm, ensuring that every recommendation we make is driven by your goals.

INTEGRITY AT
EVERY STEP.

Our team of dedicated professionals brings a legacy of fiduciary excellence to every client we serve.

Our Team

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David Damm, AIF® 
Derek Pszenny
Duff Meyer, AIF®

Managing Partner

President 

institutional advisor 

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Jonathan Blackwell, CFP®
Parish Parker, AIF® CRPS® 
Adam Osterbur

Advisor

institutional advisor 

director of operations 

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Frances Clayton
Jorge Martinez
Carolyn Moore

client service associate 

client service associate 

client service associate 

Core Advisory Services

(1)

Fiduciary Wealth Management

(2)

Retirement Income Strategy

(3)

Estate & Legacy Planning

Get in Touch with Our Advisory Team

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Greenville Office 

1706-A East Arlington Blvd

Greenville, NC 27858

Office: 252-439-1344

Fax: 866-295-6986

Pinehurst Office 

244 Olmsted Boulevard, Suite D

Pinehurst, NC 28374

(Office) 910-215-0162    

(Fax) 866-295-6986

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