Carolina Wealth Strategies

Investment Management • Cary, North Carolina, United States • 1-10 Employees

Company overview

Headquarters	2500 Regency Parkway, Cary, NC 27518, US
Phone number	+19196546726
Website	carolinawealthstrategies.com
NAICS	5231
SIC	628
Keywords	Tax Planning, Retirement Planning, Estate Planning, Investment Management
Founded	2007
Employees	1-10

Key Contact at Carolina Wealth Strategies

Jamey Bass

President and CERTIFIED FINANCIAL PLANNER™

Carolina Wealth Strategies Email Formats

Carolina Wealth Strategies uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@carolinawealthstrategies.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@carolinawealthstrategies.com	100%

About Carolina Wealth Strategies

Carolina Wealth Strategies is an independent financial planning firm located in Cary, NC. We specialize in advising and assisting individuals, families, and business owners in the areas of investment management and retirement planning. We offer fee-based planning by a CERTIFIED FINANCIAL PLANNER™. Please call us at 919-654-4599 to schedule a complimentary consultation today.

Carolina Wealth Strategies revenue & valuation

Annual revenue	$7,015,861
Revenue per employee	$7,016,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$22,500,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Carolina Wealth Strategies has never raised funding before.

Carolina Wealth Strategies Tech Stack

Discover the technologies and tools that power Carolina Wealth Strategies's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

HSTS

Security

Open Graph

Miscellaneous

Bootstrap

UI frameworks

YouTube

Video players

Google Maps

Maps

Google Analytics

Analytics

Microsoft 365

Frequently asked questions

Carolina Wealth Strategies is located in Cary, North Carolina, US.

You can reach Carolina Wealth Strategies at +19196546726.

Carolina Wealth Strategies was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.

Carolina Wealth Strategies has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Carolina Wealth Strategies

Jamey Bass

President and CERTIFIED FINANCIAL PLANNER™

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