Capital Management Group of the Carolinas
Your choice for Financial Services
Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
At CMG we see you as a human first, then as a client. No two portfolios are the same because everyone has different goals and dreams!
You’ll retire once. We retire people several times a week. Our goal is to take the mystery out of investing, managing risk, preparing for retirement and preserving your wealth.
As owners, you (your partners) are the lifeblood of your organization. But have you considered what will happen when you or someone else is ready to retire?
"An investment in knowledge pays the best interest."
- Benjamin Franklin
When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
Don't forget to listen to William Monday through Friday at 7:50am on Country Legends 550AM/92.9FM for your morning financial update "Right on the Money."
You served us, let us serve you. Whether you are active-duty or retired military, guard/reserve, transitioning to civilian life, a veteran or family member Capital Management Group of the Carolina's Inc. stands ready to assist you with financial guidance at no charge. It's the least we can do for you, thank you for all you do for us. Call 704-878-6677 for your appointment today!
Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.