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Reviews, get directions and contact details for Carolina Wealth Management

About

Carolina Wealth Management, Inc. is an independent, registered investment advisory firm. Our primary goal is to educate individuals about today's financial markets

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DAVID R. DAMM, AIF®
Managing Partner

David is the co-founder of Carolina Wealth Management, Inc. He is a senior investment advisor to individuals and the Chair of Carolina Wealth's Investment Committee.


DEREK PSZENNY
Managing Partner

Derek is the co-founder of Carolina Wealth Management, Inc. He serves as a senior investment advisor to individual and corporate clients. Derek also serves as the firm's liaison with other professional advisors in the area of tax, estate and charitable planning.


DUFF MEYER, AIF®
Institutional Director

Duff is the Director of Retirement Plans at Carolina Wealth Management. He is dedicated to helping plan sponsors understand and remain compliant in the changing regulatory environment.

Address: 295 Olmsted Blvd, Pinehurst, NC 28374, USA
Phone: (910) 215-0162
State: North Carolina
Zip Code: 28374



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