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Our Firm

Carolina Wealth Strategies is an independent investment advisory and financial planning firm dedicated to helping individuals, families, and business owners build wealth and protect their hard-earned assets.The firm is a fiduciary to its clients and works exclusively in a fee-only compensation structure. This approach takes conflicts of interest 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.

As a truly independent firm, it does not have any relationships with mutual fund companies, insurance companies, banks or any other financial institution offering financial products and services for sale. Only products and services that are in client's best interest are recommended.

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. Whether your concern is paying too much in taxes or growing your retirement nest egg, we will work with you to achieve your goals.

Please call today if you think your plan is out-of-date and you would like a financial check up.