Carolina Capital Consulting, Inc.

We are an independent, fee-only comprehensive financial planning firm offering highly specialized and customized services for high net-worth individuals and families. Our holistic approach to financial planning and asset management allows us to analyze each client's unique set of circumstances and experiences so that we can formulate a long-term plan that reduces the burdens and stress of financial decisions. This work and our close client relationships build financial security, enhance peace of mind, and improve the quality of our clients' lives.
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Advisors at this Office

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This Office

3545 Whitehall Park Drive Suite 180 Charlotte, NC 28273 Phone: (704) 541-3199 Fax: (866) 323-5147

Primary Office

3545 Whitehall Park Drive Suite 180 Charlotte, NC 28273 Phone: (704) 541-3199 Fax: (866) 323-5147