Families
READ MORE
One of the South’s Premier Financial Advisory Firms
Dedicated
As an employee-owned boutique, we deliver personalized attention in a family-friendly environment that giant banks and Wall Street firms simply can’t match.
Independent
Because of our independence, we are free to pursue the best interests of our clients without the inherent conflicts found in well-known financial conglomerates that sell their own proprietary products.
Large Firm Benefits
As one of the largest firms of its kind in the Southeast, we have access to industry-leading research, tools, and investment opportunities.
Small Firm Touch
Carolinas Investment Consulting delivers comprehensive planning and investment management with extraordinary client service.
BUILT TO SERVE YOU
If you think we can help you, feel free to give us a call.
704-643-2455
Recent Insight
October 31, 2024
By: Audrey Blanke, Lyric Martin, and Bridget McDermott
As the calendar marches toward December 31, 2025, a significant financial planning milestone is approaching: the sunset of the current estate tax exemption.
Our most successful engagements involve working with our clients’ other professional advisors such as attorneys, bankers, and CPAs.