Carolinas Wealth Management

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Carolinas Wealth Management
Team photo for Carolinas Wealth Management

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Advisors

Advisor photo for Sam Head

Sam Head

CEP®, APMA®, CRPC

Private Wealth Advisor

Certified Estate Planner™
Visit Sam Head's website
Advisor photo for David Monckton

David Monckton

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit David Monckton's website
Advisor photo for Karyn Cavanaugh

Karyn Cavanaugh

CFA®, AWMA®

Financial Advisor

Chief Investment Officer of Carolinas Wealth Management
Visit Karyn Cavanaugh's website
Advisor photo for Stephen McIntee

Stephen McIntee

CFP®, ChFC®, CTFA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Stephen McIntee's website
Advisor photo for River Williams

River Williams

Financial Advisor

Visit River Williams's website