Carolina Wealth Partners

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. Victor Navarroli is a Registered Representative offering Securities and Advisory Services through United Planners Financial Services, member FINRA/SIPC. Carolina Wealth Partners and United Planners Financial Services are not affiliated. We prefer to have a fiduciary relationship for all investment management clients. In this capacity, we have an obligation to act in the best interests of our clients and to disclose any conflicts of interests and any associated fees.

网站

https://www.CarolinaWealth.com

Carolina Wealth Partners的外部链接

所属行业

金融服务

规模

2-10 人

总部

Chapel Hill，North Carolina

类型

私人持股

创立

2001

领域

Wealth advising、Financial planning、Investment management、Retirement planning、Insurance、Divorce planning、Portfolio management、Estate planning和Customized portfolio creation based on individual risk tolerance