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Portfolio Management

As credentialed Certified Public Accountants, Carolina Wealth Management has the knowledge and experience to execute complex, sophisticated trading strategies. Clear communication with our clients about their objectives and investments is a top priority. The areas where we provide you guidance include:

Asset Allocation

We take the time to get to know you well before proposing an investment strategy. We always base our asset allocation decisions on how much or how little risk you are comfortable assuming. No matter what the strategy, we provide a structured approach that eliminates the emotion-based mistakes that can devastate investors who invest based on impulse, rather than on solid planning.

Tax Optimization

We manage our clients’ portfolios with tax consequences in mind. As CPAs, we are able to leverage our extensive tax planning experience when developing financial planning strategies.

Risk Management and Diversification

We manage the risk of investing by diversifying your holdings among different sectors and types of assets. Diversification increases the stability of your investments while maintaining the potential for growth. In choosing an asset mix for your portfolio, we are always guided by your individual tolerance for risk.

Contact Us to Find Out More

If you want portfolio management with a client-centered approach, contact us to find out more.

A diversified portfolio does not assure a profit or protect against loss in a declining market.

Asset allocation, which is driven by complex mathematical models, cannot eliminate the risk of fluctuating prices and uncertain returns. Asset allocation should not be confused with the much simpler concept of diversification.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Cetera Advisor Networks LLC does not give legal or tax advice.


Without continual growth and progress, such words as improvement, achievement, and success have no meaning.

Benjamin Franklin