A Better Approach
First Carolina Wealth has strived to build a better mousetrap for banks in the wealth arena.
We focus on expert Life Planning, including tax, business, retirement and estate planning advice.
We partner with Capital Investment Advisory Services, LLC of Raleigh, North Carolina, a SEC-registered Investment Advisor, for asset management and support functions.
We focus on our expertise and work with experts for other needs, maintaining our fiduciary role.
Asset management services offered through Capital Investment Advisory Services, LLC, a SEC-registered Investment Adviser.
Securities offered through Capital Investment Brokerage, Inc., or Capital Investment Group, Inc., Members FINRA/SIPC
100 E. Six Forks Road, Suite 200; Raleigh, NC 27609 (919) 831-2370 FINRA BrokerCheck
Notice: About Our Relationships with Capital Investment Brokerage, Inc. and Capital Investment Group, Inc.:
Capital Investment Brokerage, Inc. and Capital Investment Group, Inc. (hereinafter referred to as "Capital Investment") entered into an agreement with First Carolina Bank to provide services at First Carolina Bank locations. Registered Representatives, independent contractors and employees of Capital Investment are not associates of First Carolina Bank, nor do they sell or otherwise represent bank products.
Non-deposit investment and insurance products and services that are offered by Capital Investment and/or related agencies are:
- NOT INSURED BY THE FDIC
- NOT DEPOSITS IN OR OBLIGATIONS OF FIRST CAROLINA BANK
- NOT GUARANTEED BY FIRST CAROLINA BANK
- SUBJECT TO RISK, INCLUDING THE POSSIBLE LOSS OF INVESTMENT PRINCIPAL