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Headquartered in Charlotte, North Carolina; Carolina Asset Management serves both North and South Carolina. Our mission is to assist our clients in reaching their financial goals by providing quality financial services products and strategic, intelligent solutions to achieve their needs. We believe that our client’s needs should always come first and you should be treated ethically and respectfully by every member of our firm.
Carolina Asset Management Advisors work hard to make the often complicated world of personal financial planning, business planning, and estate planning easy to understand. We strive to educate our clients on all of the solutions available to them while working together to identify what strategies and products fit best for their family or business. Carolina Asset Management utilizes a distinct macro-economic process with our clients. This nontraditional approach helps our clients understand financial concepts and dynamics, which then forms the foundation for a personalized road map—a plan that helps balance growth potential with the reduction of risk for their future.
As a general agency with the companies of Cambridge Investment Research, we are proud of our reputation for helping our clients create possibilities in their lives. Our experienced and knowledgeable professionals provide a "hands on" approach to financial guidance.
We keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals.
Contact us to learn more about our proven approach and see what we can offer to provide clarity about your financial future.