CAROLINA CAPITAL CONSULTING

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Carolina Capital is a fee-only fiduciary firm and offers wealth management services to executives and other professionals, business owners, and retirees, and their families.

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CAROLINA CAPITAL CONSULTING

Industry:
Financial Services Wealth Management

Founded:
1994-01-01

Address:
Charlotte, North Carolina, United States

Country:
United States

Status:
Active


More informations about "Carolina Capital Consulting"

Carolina Capital Consulting - LinkedIn

On July 1, 2021, Carolina Capital Consulting merged into Buckingham Strategic Wealth and now runs Buckingham's Charlotte office. Buckingham is a growing organization of advisors, …See details»

Buckingham Wealth Partners | Carolina Capital Consulting, Inc. Will…

Apr 30, 2021 “Carolina Capital is a well-respected provider of wealth management and tax-efficient planning services in the Charlotte area. We are thrilled to have them join our team, …See details»

Charlotte - Buckingham Strategic Wealth

Buckingham’s Charlotte team (previously Carolina Capital Consulting) has served physicians, executives, business owners, and retirees and their families since 1993. We build lasting …See details»

Carolina Capital Consulting Will Join Focus Partner Firm …

May 1, 2021 “Carolina Capital is a well-respected provider of wealth management and tax-efficient planning services to high net worth clientele in the Charlotte area. We are thrilled to …See details»

Carolina Capital Consulting - Crunchbase

Carolina Capital Consulting is located in Charlotte, North Carolina, United States. Who are Carolina Capital Consulting 's competitors? Alternatives and possible competitors to Carolina …See details»

Carolina Capital Consulting Will Join Focus Partner Firm …

May 29, 2024 'Carolina Capital's clients will immediately benefit from Buckingham's broad wealth management capabilities, while further expanding Buckingham's growing national presence. …See details»

Carolina Capital Consulting, Inc. Will Join Buckingham Strategic …

May 3, 2021 Founded in 1994 by Brian Fenn, Carolina Capital is a fee-only fiduciary firm and offers wealth management services to executives and other professionals, business owners, …See details»

Carolina Capital Consulting Will Join Focus Partner Firm …

Apr 30, 2021 Founded in 1994 by Brian Fenn, Carolina Capital is a fee-only fiduciary firm and offers wealth management services to executives and other professionals, business owners, …See details»

Resources: Buckingham Expands Into North Carolina

Jul 1, 2021 The Carolina Capital team will lead the new Buckingham office in Charlotte, North Carolina. “Our mission has always been to improve our clients’ lives through prudent financial …See details»

Brian Fenn - Buckingham Strategic Wealth

In 1994, Brian founded Carolina Capital Consulting. He and his team joined Buckingham Strategic Wealth in the summer of 2021. As leader of BSW’s Charlotte, NC office, he provides extensive industry experience as well as a …See details»

Carolina Capital Consulting - Company Profile & Staff Directory ...

On July 1, 2021, Carolina Capital Consulting merged into Buckingham Strategic Wealth and now runs Buckingham's Charlotte office. Buckingham is a growing organization of advisors, …See details»

Buckingham Strategic Wealth acquires Carolina Capital Consulting …

Buckingham Strategic Wealth acquires Carolina Capital Consulting on 2021-04-30 for an undisclosed amount. Search Crunchbase. Start Free Trial . Chrome Extension. Solutions. ...See details»

Carolina Capital Consulting Will Join Focus Partner Firm …

Apr 30, 2021 Baystreet Staff - Friday, April 30, 2021 Carolina Capital Consulting Will Join Focus Partner Firm Buckingham Strategic Wealth, Establishing Buckingham's Presence in North …See details»

Carolina Capital Consulting - Overview, News & Competitors

View Carolina Capital Consulting org chart to access information on key employees and get valuable insights about Carolina Capital Consulting organizational structure. The …See details»

Carolina Capital Consulting - Products, Competitors, Financials ...

Carolina Capital Consulting is a fee-only fiduciary firm and offers wealth management services to executives and other professionals, business owners, and retirees, and their families in the …See details»

Carolina Capital Consulting - PitchBook

When was Carolina Capital Consulting founded? Carolina Capital Consulting was founded in 1994. Where is Carolina Capital Consulting headquartered? Carolina Capital Consulting is …See details»

Carolina Capital Consulting - Crunchbase

Organization. Carolina Capital Consulting . Connect to CRM . Save . Summary. People. Technology. Signals & News. Similar Companies. Similar Companies. Edit Similar Companies …See details»

CAROLINA CAPITAL CONSULTING - Dun & Bradstreet

Management, Scientific, and Technical Consulting Services Professional, Scientific, and Technical Services Printer Friendly View Address: 3545 Whitehall Park Dr Ste 180 Charlotte, NC, 28273 …See details»

Carolina Capital Consulting - Tech Stack, Apps, Patents

Carolina Capital offers wealth management services to executives and other professionals, business owners, and retirees and their families.See details»

What is Carolina Capital Consulting? Company Culture, Mission, …

See what employees say it's like to work at Carolina Capital Consulting. Salaries, reviews, and more - all posted by employees working at Carolina Capital Consulting.See details»