Carolina Wealth Partners is an independent wealth advising firm committed to constructing clients' financial futures through strategic investing, mindful savings, and tax efficiency. We are located in Raleigh, North Carolina and have been serving clients since 2001. As in the best of trusted, personal relationships-the type where finances are a part of the equation-our advisors become their clients' strongest advocates.
The fundamental belief that we must always act in our clients' best interest, even if it's not in our own, permeates all aspects of our business.
The fundamental belief that we must always act in our clients' best interest, even if it's not in our own, permeates all aspects of our business.
Reviews (1)
Christi Lowe Productions
Sep 20, 2020
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Let me just tell you, that Mike Davies is a true professional. Not only does he understand the market, and the best approach for investing to make money, he understands and cares about each, individual, situation. He’s not concerned about the bottom line, unlike some other financial advisors. He is more concerned about making sure that you and your family are truly, taken care of. I highly recommend that you call him if you are ready to invest in the future, or just need some advice.
