Our Mission Statement

 

Carolina Wealth Management Group, Inc and its affiliates are commited to making a diligent effort to determine all of our client's circumstances that are relevant to their financial situation.

We will seek to make suitable recommendations (without prejudice) for circumstances that include our clients current finances as well as their hopes and dreams.

We will adhere to "Rules of Fair Practice" which states that any recommendation must be suitable in light of our clients financial situation, needs, and risk tolerance.

We will educate our clients by explaining financial needs and solutions in terms our clients can understand, while imparting information to the client that is balanced and complete.

We will continue to associate ourselves only with companies that meet very high financial rating as they are rated by third party companies.

We will always adhere to the Golden Rule. ("Do unto others as you would have others do unto you.")