At Carolina Capital Management, we provide professional assistance in the following areas:


  • Investment Strategies
  • Mutual Funds
  • Tax-Qualified Retirement Solutions
  • Wealth Accumulation Strategies
  • Estate Planning Services
  • Sales of Investment Products such as Stocks, Mutual Funds, UITs, Exchange Traded Funds and 529 Plans
  • Separately Managed Accounts with outside asset managers

Benefits Consulting

  • Group, Medical, Dental & Vision Insurance
  • Group Life, AD&D & Disability Income Insurance
  • Retirement Plans
  • Supplemental & Voluntary Benefits
  • Executive Bonus Plans

Insurance Services

  • Life Insurance
  • Disability Income Insurance
  • Key Person Insurance


  • High Net-Worth Program
  • Fee-Based Products
  • Asset Allocation Models
  • Income Products such as Bonds and CDs
  • All Types of Brokerage Accounts, including individual, Joint, Trust, Corporate, IRA, ROTH IRA and SOLO 401(k)
  • Retirement Distribution Strategies


  • Charitable Gifting Trusts
  • Investment Portfolio Reviews
  • Irrevocable Life Insurance Trusts
  • Living Trusts
  • Living Wills
  • Insurance Portfolio Reviews

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Financial & Retirement Services

  • Retirement Funding Strategies
  • Education Funding Strategies
  • Investment Products
  • Deferred Compensation
  • Buy/Sell Agreement funding
  • Annuities
  • Pension and 401(k) Transfers or Rollovers
  • Retirement Funding
  • Business Succession Strategies
  • Estate Conservation Strategies
  • Financial Planning - Fee
  • Estate Distribution Strategies
  • Account Aggregation & Monitoring