A Better Approach
First Carolina Wealth has built 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, for investment management and back-office support functions.
We focus on our expertise and work with experts for other needs, maintaining our fiduciary role.
Registered Representatives are affiliated with Capital Investment Brokerage, Inc.
Notice: About Our Relationship with Capital Investment Brokerage, Inc.
Capital Investment Brokerage, Inc. and First Carolina Bank have entered into an agreement for Capital Investment Brokerage, Inc. to provide services at First Carolina Bank locations. Registered Representatives, independent contractors and employees of Capital Investment Brokerage, Inc. are not employees of First Carolina Bank, nor do they sell bank products.
Non-deposit investment and insurance products and services that are offered by Capital Investment Brokerage, Inc. 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
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