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About Us

We recognize that every investor is unique and our financial advisory services provide you with professional advice while ensuring you get a personalized investment strategy. If you're seeking a personal professionally managed portfolio, let us help ensure your investment choice is geared towards pursuing your financial goals.

William P. Morgan, Jr. founded Capital Management Group of the Carolinas, Inc. in 1990. He graduated from Wake Forest University in 1985, and completed post-graduate studies at the American College/Wharton School. He is a member of the International Association of Registered Financial Consultants, the Financial Planning Association, the National Association of Philanthropic Planners, and the National Ethics Bureau. William has been named to Who's Who in Finance and Industry 1999-2012. *He was named a Top Wealth Manager by Bloomberg magazine in 2000. He was nominated for "Outstanding Advisor" by Registered Rep magazine 2001-2005, and "Top 40 Under 40" by Charlotte Business Journal for 2002 and 2003. Capital Management Group of the Carolinas, Inc. has been named by Charlotte Business Journal as one of the Top 25 Financial Planning Firms in the Charlotte area 2006-2011.

*Disclosure: Awards or rankings referenced within are not indicative of future success or results. They are not to be interpreted as an endorsement of the Financial Professional. Investment results are not a factor considered in these awards. Criteria for the awards may vary and you should consult the award provider for more information.

At Capital Management Group of the Carolinas our portfolio management services offer the following benefits:

  • Access to top-tier investment management professionals
  • Tailored portfolios to help meet specific investment needs
  • Ownership of individual securities allowing for significant flexibility in controlling tax exposure
  • Ease of personalized portfolios

We will ensure your investment plan considers current and future growth objectives, income needs, timeliness and risk tolerance. Call to set up a free complimentary no obligation consultation and we can start the process of developing your personal portfolio management strategy.

Sometimes things happen that are unexpected and unplanned. A sound plan must address the insurance coverage you, your spouse and family members may require to deal with life’s bigger surprises. Some coverage we can discuss:

  • Life Insurance: It is important for the death benefit protection it provides families and businesses. It may be used for living expenses for surviving family members and funeral expenses. It can also be used to cover estate taxes and probate fees to enable your estate to be liquidated in an appropriate manner.
  • Disability Income Insurance: It is vital to partially replace the income of those who are unable to work because of sickness or accident. In terms of its financial effect on the family, long-term disability can be just as severe as death. Disability income protection can come from several sources: social insurance programs, employer-provided benefits and individually purchased policies.
  • Long-Term Care: Just thinking about the need for long-term health care raises a myriad of potentially disturbing questions: Who will make decisions about my care when I am unable? How can I make sure I’m not a financial burden to my family? How can I take care of my aging parents? What options are available to me and to my parents for long-term health care?

Everyone needs to consider these questions before the need arises. Proper planning and open discussion among family members can promote effective financial planning, ensure that the best alternatives for care are chosen, confirm that everyone understands a plan of action, and help loved ones avoid being caught unprepared.

Thank you for your interest in Capital Management of the Carolinas, Inc. If you have questions please give us a call and we will be happy to assist you.