logo
Book a meeting
Carolina Wealth Partners

Carolina Wealth Partners

Financial Services, 2501 Blue Ridge Rd # 300, Chapel Hill, North Carolina, 27606, United States, 1-10 Employees

carolinawealth.com

  • facebook
  • twitter
  • LinkedIn

phone no Phone Number: 88********

Who is CAROLINA WEALTH PARTNERS

At Carolina Wealth Partners, we are fully committed to helping clients construct their financial futures through mindful savings and tax efficiency. We adhere to three key values when ser...

Read More

lock icon Get Full Access
map
  • 2501 Blue Ridge Rd # 300, Chapel Hill, North Carolina, 27606, United States Headquarters: 2501 Blue Ridge Rd # 300, Chapel Hill, North Carolina, 27606, United States
  • 2001 Date Founded: 2001
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282

checked-icon Does something look wrong? Fix it. | View contact records from CAROLINA WEALTH PARTNERS

Carolina Wealth Partners Org Chart and Mapping

Employees
Victor Navarroli

Victor Navarroli

Managing Partner

David Leder

David Leder

Advisor

Michael Davies

Michael Davies

Partner

See Full Org Chart arrow
email-formate-icon
View Email Formats for Carolina Wealth Partners
arrow
signout-image
You are signed out

Sign in to CIENCE GO Data to uncover contact details

Join Now

crown-icon Free credits every month

Frequently Asked Questions Regarding Carolina Wealth Partners

Answer: Carolina Wealth Partners's headquarters are located at 2501 Blue Ridge Rd # 300, Chapel Hill, North Carolina, 27606, United States

Answer: Carolina Wealth Partners's phone number is 88********

Answer: Carolina Wealth Partners's official website is https://carolinawealth.com

Answer: Carolina Wealth Partners's revenue is Under $1 Million

Answer: Carolina Wealth Partners's SIC: 6282

Answer: Carolina Wealth Partners has 1-10 employees

Answer: Carolina Wealth Partners is in Financial Services

Answer: Carolina Wealth Partners contact info: Phone number: 88******** Website: https://carolinawealth.com

Answer: At Carolina Wealth Partners, we are fully committed to helping clients construct their financial futures through mindful savings and tax efficiency. We adhere to three key values when serving our clients: VALUE #1: INDEPENDENCE: We are strong proponents of the fiduciary role. Every decision we make is truly in a client's best interest. There is no behind-the-scenes corporate structure interfering in a client's financial security. VALUE #2: EDUCATION: We educate clients at each decision point, so they not only know our recommendation but also understand our rationale and have an opportunity to ask questions. VALUE #3: SHARED RESPONSIBILITY: Our clients know that they have a team working for them, even as they work with one primary advisor. We have a team mentality and enthusiastically serve our clients from this perspective. Victor Navarroli is a Registered Representative offering Securities and Advisory Services through United Planners Financial Services, member FINRA/SIPC. Carolina Wealth Partners and United Planners Financial Services are not affiliated. We prefer to have a fiduciary relationship for all investment management clients. In this capacity, we have an obligation to act in the best interests of our clients and to disclose any conflicts of interests and any associated fees.

Answer:

Premium Sales Data for Prospecting

  • Sales data across over 200M records

  • Up-to-date records (less decayed data)

  • Accurate Email Lists (real-world tested)

  • Powerful search engine and intuitive interface

lock icon Get Full Access