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Helping You

Construct Your Financial Future

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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.

Retirement Planning

Our retirement planning process allows you to have peace of mind.

Cash Flow & Budgeting

We provide accountability and strategies to improve your financial habits.

Income Tax Planning

We’ll help you proactively address tax matters to prevent surprises.

Investments / Portfolio Management

Customized and data-driven approach to investment and portfolio management.

Insurance & Employee Benefits

We identify your unique needs and offer an array of services customized for you.

Estate Planning

We’ll educate you on your options and plan for both simple and complex estates.

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:

  • Independence
  • Education
  • Shared Responsibility

Service Areas

The advisors at Carolina Wealth Partners are securities licensed in 35 states.

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