Faces of the Grand Strand 2019
Carolina Wealth Advisors is a full-service financial firm committed to helping people pursue their financial goals.
GSM: How does your company stand out within your industry?
CWA: We strive to help individuals build an aptitude for various financial concepts within a complex and continuously evolving environment. Education is as much the foundation as it is the differentiator of our practice. The diversity of our individual backgrounds lends us the ability to work with individuals and their businesses while employing unique planning opportunities that would otherwise be difficult to obtain outside of a larger metropolitan area. While a large segment of the financial services industry is steered by “product specific” solutions, our process is centered around a comprehensive planning model, helping clients clearly identify and obtain their specific goals. Our planning process helps moderate or adapt client behavioral biases that are often the greatest impediments to successfully achieving financial wellbeing. We value relationships; noting that the core of achieving a successful relationship begins with a thorough review with individuals and their financial information to ensure the synergies of our team align with their needs.
Carolina Wealth Advisors
1110 London Street,
Suite 204, Myrtle Beach