Carolina Wealth Partners

Carolina Wealth Partners is a financial services startup founded in 2001 with a mission to "Help You Construct Your Financial Future!" Their approach revolves around three core values. Firstly, their commitment to independence ensures that every decision made is truly in the client's best interest, free from any corporate interference. Secondly, the emphasis on education ensures that clients are well-informed at each decision point, understanding the rationale behind recommendations. Lastly, the principle of shared responsibility highlights the team mentality within the organization, demonstrating a dedication to serving clients from a collective perspective. Victor Navarroli, a Registered Representative, offers Securities and Advisory Services through United Planners Financial Services, a member of FINRA/SIPC. Carolina Wealth Partners and United Planners Financial Services are not affiliated. Their preference for a fiduciary relationship with all investment management clients underscores their obligation to act in the best interests of their clients and disclose any conflicts of interests and associated fees.