Carolina Capital Management is the firm where independence flows together with support. We strive to do it the right way. By providing what financial professionals want and clients need, CCM gives you the means to own a successful long-term practice. We offer our financial professionals a strategic combination of independence and support.
CCM will help you maximize your client relationships by providing in-house resources that include:
- Financial Planning Department
- Marketing Department
- Investment Advisory Department
- Access to estate planning attorneys
- Financial Professional Resource Center
- One-on-One Mentoring
- Training Department
- Valuable technology and timely IT support
- Customized marketing tools and seminars
- Employee Benefits Department
- Compliance Department
