Founded in 2004, Carolina Wealth Management is an independent, registered investment advisory firm that provides fee based financial services. Whether we are working with an individual, corporate or institutional client we are committed to the following principles:
Integrity |
Professionalism |
Independence |
These are not merely words but are the founding principles that guide all of our interactions. We believe the foundation of every relationship determines its destiny.
Mission Statement
CWM is dedicated to providing you, the plan sponsor, a transparent, best in class 401(k) platform with top tier investment options and educational resources while assisting you in the management of your fiduciary responsibility and maintaining a fair fee structure.