top of page

Contact Us

CONTACT DETAILS

1028 Lee-Ann Drive, Suite 220

Concord, NC 28025

 

Phone: 704.782.7233 Extension 3

Fax: 704.782.7309

Email: rodney@wealthmanagementcarolinas.com

​

Call us for a no-obligation financial review!

GET IN TOUCH

Have a question? Or simply want to say hi? E-mail us using the form below.

Success! Message received.

ABOUT US

WEALTH MANAGEMENT of the CAROLINAS, prides itself on providing quality products and superior service to every client of the firm. Our primary focus is always to enhance and, ultimately, preserve both our client's wealth and their estates within each individual situation...

OUR SERVICES

Retirement Strategies +

 

Social Security Exploration +

 

Legacy Planning Concepts +

CONTACT US

1028 Lee-Ann Drive, Suite 220

Concord, NC 28025

 

Phone: 704.782.7233 Extension 3

Fax: 704.782.7309

Email: rodney@wealthmanagementcarolinas.com

JW Rodney Harris is an Investment Advisor Representative and Investment Advisory Services offered through WMC Capital Management, LLC. Insurance offered through Wealth Management of the Carolinas. Mitchell H. Beatty, Michaela Beatty and P. Keith Riley are licensed insurance professionals. Chase Clontz is a licensed Property & Casualty insurance professional. Wealth Management of the Carolinas and WMC Capital Management are affiliated firms.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

 

Information provided is not intended as tax or legal advice, and should not be relied on as such.  You are encouraged to seek tax or legal advice from an independent professional.

 

Index or fixed annuities are not designed for short-term investments and may be subject to caps, restrictions, fees, and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims-paying ability of the issuer.

© 2024 Wealth Management Of The Carolinas, LLC. All Rights Reserved. 

bottom of page