# Carolina Wealth Management, Inc.
Source: https://planprovider.pro/provider/carolina-wealth-management-inc

> In eastern North Carolina’s coastal plain, Carolina Wealth Management, Inc. works as a Registered Investment Advisor with headquarters in Greenville and a Le…

Retirement Plan Advisor

Greenville, NC

## About Carolina Wealth Management, Inc.

<p>In eastern North Carolina’s coastal plain, Carolina Wealth Management, Inc. works as a Registered Investment Advisor with headquarters in Greenville and a Lexington, South Carolina presence that reaches the Columbia, Charleston, and Hilton Head areas. The firm reports $0.7B in assets under management (2026) and advises individuals, families, and business owners across the Carolinas.</p>

<p>The team includes professionals with CPA and PFS credentials and handles ongoing investment management alongside planning work. Clients use the firm for tax planning, estate planning coordination, and risk management, with advice built around specific goals such as college tuition planning, retirement saving, business acquisition, and tax reduction.</p>

<p>Carolina Wealth Management operates under a fiduciary standard and is set up to support plan-level work as a 3(21) co-fiduciary advisor, sharing investment responsibility with the plan sponsor. The differentiator is the blend of investment advice with in-house tax expertise through CPA/PFS staff.</p>

<ul>
<li>Registered Investment Advisor serving North Carolina and South Carolina</li>
<li>Headquarters in Greenville, NC; presence in Lexington, SC</li>
<li>3(21) fiduciary services for retirement plans</li>
<li>Investment management and financial planning for key life and business events</li>
<li>Tax planning focus supported by CPA and PFS credentials</li>
</ul>

Website: [https://www.carolinawealthmanagement.com/](https://www.carolinawealthmanagement.com/)

## Office Locations

- Greenville, NC (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $711.8M

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