We analyze and monitor the movement of stocks, bonds, mutual funds, etfs, and money market funds to focus on proper asset allocation models. We help you establish realistic outlines and investment recommendations for managing your financial priorities both now, and in the future. Carolina Wealth Management, Inc. is an independent, registered investment advisory firm.
Our 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, we utilize a prudent investment process focused on the individual not the investment product. Our personal service and dedication to client needs set us apart from the competition.
Our 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, we utilize a prudent investment process focused on the individual not the investment product. Our personal service and dedication to client needs set us apart from the competition.
Services
Many investors look for an advisor to help them plan for their future because they simply do not have the time or the inclination to manage their own assets. At Carolina Wealth Management, Inc. we specialize in providing a complete package of financial services to meet your personal and/or corporate needs.
Carolina Wealth Management is an independent, fee only registered investment advisory firm committed to helping plan sponsors design and maintain a best in class retirement plan. Our belief is the foundation of each relationship determines its destiny.
The "lost decade" of investment returns combined with the United States Department of Labor's (USDOL) emphasis on fee disclosure has made it more important than ever for plan sponsors to understand the impact fees have on retirement plans.The most effective method of identifying the strengths and weaknesses of any retirement plan is to benchmark it against the marketplace.
The "lost decade" of investment returns combined with the United States Department of Labor's (USDOL) emphasis on fee disclosure has made it more important than ever for plan sponsors to understand the impact fees have on retirement plans.The most effective method of identifying the strengths and weaknesses of any retirement plan is to benchmark it against the marketplace.
The economic markets of today are rapidly changing. We analyze and monitor the movement of stocks, bonds, mutual funds, etfs, and money market funds to focus on proper asset allocation models. In fact, we analyze all types of investment products and will educate you as to how these products will impact your portfolio.
Disciplined retirement planning builds a clear path to your financial security. We help you establish realistic outlines and investment recommendations for managing your financial priorities both now, and in the future. From IRA's to complex trusts, we can identify the suitable level of investment risk for the return you require.
Estate planning is the process by which an individual or family prepares the transfer of assets in anticipation of death. The plan aims to preserve the maximum amount of wealth for the intended beneficiaries. Properly structuring and reviewing your estate plan so it will meet the needs of your family should be a major priority.
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Elliott Pritchett
Jan 25, 2021
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