Financial Advisors in North Carolina | Carolina Wealth Partners

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Home
Why Us
Advisors
Services
Client Website
Wealthscape
Grow With Us
Contact
BrokerCheck

We Provide Fiduciary Services

LEARN MORE!

Learn more about the benefits of working with a Fiduciary Advisor
We Offer Flat-Fee Financial Planning Programs and Fee-Based Investment Management Services
Education Is The Foundation Of Our Planning Process

Inquire more about our seminars:

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We Utilize Industry-Leading Technology Platforms

Take the first step and ask yourself: Am I on track to accomplish my financial goals?

Carolina Wealth Partners

Get In Touch!

Phone: 1-888-817-5410
Address: 5540 Centerview Dr, Suite 200
Raleigh, NC 27606

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Disclosure

Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Carolina Wealth Partners are not affiliated.

Service Areas

Advisors are securities licensed in the states of AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VT, WA, WI, and WV