What We Do

At Carolina Wealth Management, LLC, we provide client-centered financial planning to manage and grow our clients’ wealth in every stage of life. Our services include asset allocation, planning for college or other education, and planning for retirement. 

We Provide Personalized Planning Strategies

We take the time to get to know our clients well so that we can better meet their specific needs. At Carolina Wealth Management, we ask a lot of questions and listen carefully to the answers. This is because we want to have long-term relationships with our clients so we can help them and their families thrive throughout their lives and in every situation.

We evaluate each client’s tolerance for risk and tailor their investment plans based on their risk sensitivity. Furthermore, our disciplined approach prevents panic selling, chasing after trends, market timing, and other emotion-based mistakes that harm investors and deplete their portfolios.

Our Guiding Principles

We follow a set of guiding principles in everything that we do. This is what we believe: 

  1. We strive to really know our clients. The more we learn about our clients’ goals, hobbies, affiliations, children, grandchildren, and other aspects of their lives, the more we can help them reach their financial goals.
  2. We adhere to a strict fiduciary standard. The client’s interest is the only interest that drives our strategy.
  3. We believe in being transparent to our clients to promote a solid foundation for building trust.
  4. We stick by the principle that all clients, regardless of the value of the assets they have to invest, should have access to financial advice.

If this sounds like the kind of principled and disciplined investment advice you need, please feel free to contact us.

SERVICES

Bringing a wealth of experience and knowledge to your business. We work with you to grow and safeguard your business and your personal assets.

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

Benjamin Franklin