Wealth Management of the Carolinas

Anyone who is looking for an independent review of their current financial situation to help ensure their best possible position.
Anyone with an IRA, 401(k), TSA, or any other financial plan and/or product, who would like to fully understand what they own and how it works, and learn ways to maximize these dollars.
Anyone who would like to explore strategies to help bring some certainty to their financial goals.

Is Wealth Management of the Carolinas limited to specific investment and insurance companies?

No. Wealth Management of the Carolinas understands that each consumer is unique and no single company is right for everyone.

I already work with a financial representative.

Why do I need to meet with Wealth Management of the Carolinas?

Ninety percent of the people who come in to visit with us already have a financial representative. Many times that representative is not a retirement planning specialist, and more often than not, that person works for a particular company (his or her broker/dealer or insurance company) rather than for the client.

How did you get my name?

We hire a marketing company to send out invitations to our event, and we have a lot of referrals from existing clients.

How do I schedule an appointment?

You may schedule a time to visit by turning in your Evaluation Form at a presentation or by calling our office at 704.782.7233.

What are the office hours?

By appointment.
Our regularly scheduled business hours are Monday – Thursday, 9:00am – 4:00pm and Friday, 9:00am – 3:00pm.

*Appointment times are not limited to the hours listed above. Additional appointment times are available upon request.

What are my obligations for my FREE face-to-face visit?

There is absolutely no charge or obligation.
Your first visit is designed to answer your questions, give you ample information to decide if we can help you, and that’s it.
You decide if you want to meet us again, and there is NEVER A FEE FOR OUR TIME!

What is the charge for subsequent meetings?

There is NEVER any charge for our time.
Different financial strategies may have various fee structures, or none at all. We will help you fully understand any fees associated with any proposed financial strategy.

What should I bring to the face-to-face meeting?

The following items would be helpful, if you wish to bring them:

Your latest financial statements such as: Mutual funds, CD’s, Life Insurance policies, annuity policies, retirement accounts (IRA, 401(k), TSA, 403B.etc.) [Please bring your statements not just a spreadsheet]
Wills and Trusts
A copy of last year’s Federal Income Tax Return
An estimate of your annual expenses
Any questions you may want to write down for discussion

What happens during the face-to-face meeting?

This is YOUR hour. We will answer and address any questions you may have.
By reviewing your information, our office will better understand your financial concerns and can then provide recommendations.
At the close of the hour, you will decide if you want to meet again.

Where is Wealth Management of the Carolinas located?