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Carolina Wealth Management

EST. AUM
$798,455,655

CONTACTS
5

CLIENT ACCOUNTS
1,494

Firm Details

Metro area Raleigh
CRD Number 131393
Website mycarolinawealth.com
Client types

Overview

Carolina Wealth Management, Inc. is an independent, registered investment advisory firm. Its primary goal is to educate individuals about today's financial markets in order to help them plan for a secure financial future. As a fiduciary, the firm utilizes a prudent investment process focused on the individual, not the investment product. Its personal service and dedication to client needs set it apart from the competition.

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Investment Preferences

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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