Carolina Asset Management, LLC is an independent, fee-only wealth management and financial advisory firm based in Charlotte, North Carolina. Established to provide objective financial guidance, the company focuses on creating customized financial plans and investment strategies for high-net-worth individuals, families, and institutions. Their mission is to help clients achieve their long-term financial goals through comprehensive services including investment management, retirement planning, and estate planning, all while acting as a fiduciary.

Founded in

United States