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One of the South’s Premier Financial Advisory Firms
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As an employee-owned boutique, we deliver personalized attention in a family-friendly environment that giant banks and Wall Street firms simply can’t match.
Independent
Because of our independence, we are free to pursue the best interests of our clients without the inherent conflicts found in well-known financial conglomerates that sell their own proprietary products.
Large Firm Benefits
As one of the largest firms of its kind in the Southeast, we have access to industry-leading research, tools, and investment opportunities.
Small Firm Touch
Carolinas Investment Consulting delivers comprehensive planning and investment management with extraordinary client service.
BUILT TO SERVE YOU
If you think we can help you, feel free to give us a call.
704-643-1111
Recent Insight
September 15, 2022
Capital Markets
By: Wade Austin
The summer rally (that began mid-June, gained impressive momentum in July, and broadened during early August) lifted asset prices across the board.
Our most successful engagements involve working with our clients’ other professional advisors such as attorneys, bankers, and CPAs.