Carolina Wealth Partners

Carolina Wealth Partners is a financial services firm based in Raleigh, North Carolina. The company is a small business with four employees and generates annual revenue of $2.5 million. Carolina Wealth Partners specializes in helping clients build their financial futures through careful saving and tax-efficient strategies. They prioritize providing clients with comprehensive financial advice and guidance. The company distinguishes itself through its commitment to three core values: independence, education, and shared responsibility. Carolina Wealth Partners emphasizes acting solely in the client's best interest, providing clear explanations for their recommendations, and fostering a collaborative approach to financial planning. For more information or to discuss your financial needs, visit Carolina Wealth Partners online at carolinawealth.com or contact Victor Navarroli, a Registered Representative offering Securities and Advisory Services through United Planners Financial Services, member FINRA/SIPC.