Mission Statement

At Carolina Capital Group, Inc., we have the client—and only the client—in mind. 

Our mission is to get to know and understand your needs, wants, and long-term goals. We are committed to helping our clients define and pursue their financial goals.

We believe you will be better able to identify your goals and make sound decisions by our providing sound financial information in an unbiased and down to earth style.

We understand the challenges families and businesses face today.  From managing debt, to saving for college, planning for retirement, or to setting up a 401K plan for your business, these financial challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.