Carolina Wealth Advisors
Why pick this one
Carolina Wealth Advisors has been named a Forbes Best-in-State Wealth Management Team four consecutive years and has over $1.1 billion in assets under management.
Best for
- individuals and families seeking clarity and confidence in financial planning
- customized investment strategies
- retirement planning for diverse circumstances
Look elsewhere if
- looking for budget financial services
- seeking limited financial advice without comprehensive planning
Specialties
- investment and retirement planning
- college saving and funding plans
- retirement income planning
Certifications
- AWMA™
- CLTC®
- CFP®
- CRPC™
What makes them different
- Forbes Best-in-State Wealth Management Team for four consecutive years
- over $1.1 billion in assets under management
- team with over 250 years of combined experience
- investment solutions aligned with client needs
- support for community initiatives
- Years in business
- 20
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 4064 Colony Rd Ste 450, Charlotte, NC 28211
- Phone
- 7043679700
- Website
- https://advisor.janney.com/carolinawealthadvisors/
- Carolinawealthadvisors@janney.com
Services
- comprehensive wealth management
- financial planning
- investment management