As an employee-owned boutique, we deliver personalized attention in a family-friendly environment that giant banks and Wall Street firms simply can't match. Because of our independence, we are free to pursue the best interests of our clients without the inherent conflicts found in well-known financial conglomerates that sell their own proprietary products.
As one of the largest firms of its kind in the Southeast, we have access to industry-leading research, tools, and investment opportunities. Carolinas Investment Consulting delivers comprehensive planning and investment management with extraordinary client service. Our most successful engagements involve working with our clients' other professional advisors such as attorneys, bankers, and CPAs.
As one of the largest firms of its kind in the Southeast, we have access to industry-leading research, tools, and investment opportunities. Carolinas Investment Consulting delivers comprehensive planning and investment management with extraordinary client service. Our most successful engagements involve working with our clients' other professional advisors such as attorneys, bankers, and CPAs.
Services
We are dedicated to building meaningful long-term relationships with you and your family. Our experienced and responsive staff works diligently to ensure every detail is handled properly. Everyone at Carolinas Investment Consulting is committed to service that exceeds expectations. Our business is built to serve you.
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