Carolina Wealth Partners
Victor Navarroli is a financial advisor in Raleigh, North Carolina. Victor is not only consulted by clients as a trusted financial professional, he’s also sought after by his peers for his expertise. Victor has presented nationally to thousands on retirement planning, investment management, and tax planning since 1993. He credits consistent client satisfaction and the progressive growth of Carolina Wealth Partners to a “higher touch” model he implemented in 2005. Working on the principle that individuals benefit from regular financial education at every point in their life, Victor advises clients of all ages and life stages, wherever life takes them. Based near the financial services firm’s headquarters in Raleigh, North Carolina, Victor travels from parts west of Asheville to Wilmington for personal client meetings. He also regularly meets with clients in Chicago, Las Vegas, Phoenix, and many other cities.
Michael Davies PHD, Partner
My approach to financial advising is to educate and empower my clients to identify the most advantageous financial opportunities for their individual situations. Many professionals—early career, mid-career, and those nearing retirement—are often uncertain about their financial futures and sometimes reluctant to discuss finances. Others are looking for confirmation that they are heading in the right direction.
I am fully present as an advisor to help clients navigate even the most difficult of circumstances. None of us can make truly informed decisions without considering all variables both objective and emotional. My presence means that I work at a distinctive level of depth, from education and accountability that can include holding monthly meetings to ensure clients execute their financial plans.
I have never backed away from a challenge in my life, and I don’t want my clients to either. Whether their goals are to be debt free, to retire early, or purely to optimize where their dollars are going, I guide them to make decisions out of confidence rather than fear.