Carolina Wealth Management, Inc. Employee Directory

Financial ServicesUnited States2-10 Employees

We are Carolina Wealth Management.

An independent, registered investment advisory firm based on solid investments that are focused on the individual, not the investment.  Integrity. Professionalism. Independence.  We are committed to these principles. They direct our fund management, our investment programs, and our financial advice. 


Our competitive edge is that we work for you and only you. With independent and unbiased views of today’s financial markets, we have a huge advantage over our competition. We can offer a multitude of services that are ideal for your financial portfolio. By combining a commitment to education, with unequaled personal service, Carolina Wealth Management is able to take your investments to the next level. With educational workshops, private consultations and regular investment reviews, we can create a portfolio where you are in charge.  Carolina Wealth Management’s superior counseling and guidance are the basics of building sound financial portfolios. They align investments with your current financial needs and take advantage of impressive opportunities towards achieving those goals. Prompt access to investment performance information is essential to the success of your portfolio.

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