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Welcome

We are a full-service financial firm committed to helping people pursue their financial goals. We believe that by providing clients with sound financial information, they will be able to identify their goals and make sound decisions in order to help achieve them.

By adhering to the fiduciary standard, we feel we are better able to understand client goals.

We have been working with individuals and businesses in the area for many years and are dedicated to developing long-term relationships with all of our clients.  We believe in helping you assess your financial goals as well as in the management of your finances.  We offer a wide range of financial services to individuals and business owners.  Our firm has a relationship with a variety of financial service companies, allowing us to draw from many resources.  Please call us if you have any questions about our firm or the range of services we provide.

 
 
 

Note: Securities and advisory service offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA/SIPC. Christopher St. John, M. Radcliff Lowery, Christy Horlacher, and Tradd Teal are registered representatives and investment advisor representatives of SFA, which is otherwise unaffiliated with The Carolina Wealth Advisors. SFA corporate offices 678-954-4000.

Carolina Wealth Advisors does not certify individuals to use the CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with flame design) marks. CFP certification in the U.S. is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational curriculum such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.

Certified Financial Planner Board of Standards Inc. owns the marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.

To ensure compliance with the requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained within (including the attachments) is not intended or written to be used, for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or tax-related matter[s]. To provide you with a communication that could be used to avoid penalties under the Internal Revenue Code will necessarily entail additional investigations, analysis and conclusions on our part.



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CT, FL, GA, IL, IN, KY, MD, MA, MT, NJ, NM, NY, NC, OK, PA, SC, TX, VA, WA and WV. No offers may be made or accepted from any resident outside the specific states referenced.
 


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