Carolina Wealth Partners
Financial Services - Raleigh, NC, US
Carolina Wealth Partners Employees
Carolina Wealth Partners Details
At Carolina Wealth Partners, we are fully committed to helping clients construct their financial futures through mindful savings and tax efficiency. We adhere to three key values when serving our clients:✤ VALUE #1: INDEPENDENCE: We are strong proponents of the fiduciary role. Every decision we make is truly in a client's best interest. There is no behind-the-scenes corporate structure interfering in a client's financial security.✤ VALUE #2: EDUCATION: We educate clients at each decision point, so they not only know our recommendation but also understand our rationale and have an opportunity to ask questions. ✤ VALUE #3: SHARED RESPONSIBILITY: Our clients know that they have a team working for them, even as they work with one primary advisor. We have a team mentality and enthusiastically serve our clients from this perspective. Registered Representative - Securities offered through Cambridge Investment Research, Inc.a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Carolina Wealth Partners are not affiliated.
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