CAROLINA CAPITAL SOLUTIONS

We give you personalized advice on what investment services and products we believe will best meet your own needs and goals. There are many investment products and services to choose from and it can be very overwhelming. We help you determine what investment services and products make the most sense for you based upon your goals, your needs, and your tolerance for risk... We assist small business owners and families just like you with services that include financial planning, investment portfolio management, and other financial services such as risk mitigation. Our goal is to help you with growth, protection, diversification, and tax favored treatment of your portfolio. Wealth management can be for everyone, not just for high net worth individuals... Proper insurance is an integral part of the overall financial health for a family and for small business owners. A solid financial plan includes being properly insured for the unknown. We assist you with choosing the protection needs..

Also known as: Carolina Capital Solutions, LLC

Primary location: Durham United States