Helping You
Construct Your Financial Future
Your Independent Financial Advisors
Trusted | Committed | Mindful
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.
Investments / Portfolio Management
Insurance & Employee Benefits
Estate Planning
WHY US?
When selecting a financial advisor, you will likely compare credentials and accolades. But, how is a financial advisor different beyond experience and designations?
At Carolina Wealth Partners, we adhere to three key values:
Service Areas
The advisors at Carolina Wealth Partners are securities licensed in 35 states.
