Our Firm

Carolina Wealth Strategies is a full-service financial services firm dedicated to helping individuals, families, and business owners build wealth and protect their hard-earned assets.

We have established working relationships with a number of industry-leading investment firms, retirement plan providers, insurance carriers, tax specialists, and estate experts whose products and services we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

Carolina Wealth Strategies has the abilitiy to work exclusively on fee-based compensation if that is the best fit for you. This approach takes commissions out of the equation and helps ensure that you receive objective advice that fits your particular needs and situation, not some hidden agenda. It also means that we are here for you, ready to offer ongoing financial expertise whenever you need it, whether or not you are ready to invest.

At Carolina Wealth Strategies, we believe that a plan can be a powerful tool. Reaching your long-term financial objectives can hinge on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where Carolina Wealth Strategies comes in. We're trained financial professionals, and we can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we will work to help you.

Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. If it's been a while, act today.