Carolina Wealth Management, Inc.

Striving to be our client's most trusted professional advisor

General Information
Company Name
Carolina Wealth Management, Inc.
Founded Year
2004
Location (Offices)
Greenville, United States +2
Founders / Decision Makers
Number of Employees
7
Industries
Financial Services
Funding Stage
-
Social Media

Carolina Wealth Management, Inc. - Company Profile

**Carolina Wealth Management, Inc.** is an independent, registered investment advisory firm founded in **2004** and operating in the **Financial Services** industry. The company's **slogan** "Striving to be our client's most trusted professional advisor" captures its commitment to client trust and satisfaction. Carolina Wealth Management prides itself on its integrity, professionalism, and independence, with a focus on personalized investments. The firm's competitive edge lies in its dedication to working solely for the client, offering independent and unbiased views of financial markets, and providing a wide range of services tailored to individual financial portfolios. With a strong emphasis on education and personalized service, the company aims to empower clients and elevate their investments. Carolina Wealth Management's commitment to superior counseling and guidance, aligned with clients' financial needs and opportunities, underpins its approach to building sound financial portfolios. While the **headquarters** and details of the **last investment** and **investors** are not explicitly mentioned, the firm's emphasis on personalized service, integrity, and commitment to client success positions it as a noteworthy player in the financial services sector.

Taxonomy: investment advisory, financial planning, investment management, estate planning, tax planning, retirement planning, corporate plans, investment education, financial markets, portfolio management, education workshops, financial advice, registered investment advisory, independent financial advice

Funding Rounds & Investors of Carolina Wealth Management, Inc. (0)

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Latest News of Carolina Wealth Management, Inc.

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