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