Wealth Management

Wealth Management

Don't let your money slip away, or sit there idly. Make sure every dollar is working as hard as it can to improve your financial situation. We can help.


Carolina Premier Bank is one of only a few of Charlotte's community banks to offer customers a broad array of financial and wealth management services including insurance, trust management, and investments. We can give you assistance and advice through a strategic alliance with one of the Nation's most respected multi-dimensional firms. Let us help build a strong financial plan for you.

Summary
  • Professional advice
  • Free financial consultations
  • Knowledgeable staff
  • Insurance options
  • Trust management
  • Investment evaluations and strategies

  • NOT A BANK OR CREDIT UNION DEPOSIT OR OBLIGATION
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • NOT GUARANTEED BY ANY BANK OR CREDIT UNION
  • NOT FDIC OR NCUA-INSURED
  • MAY GO DOWN IN VALUE

Securities, investment advisory, and financial planning services are offered through registered representatives of

MML Investors Services, LLC, Member SIPC (www.sipc.org). 6000 Fairview Road, Suite 400, Charlotte, NC

28210. 704-557-9600.


Carolina Premier Wealth Management is not an affiliate or a subsidiary of MML Investors Services, LLC or its affiliated companies..


We are licensed to sell insurance in the following jurisdictions: North Carolina, South Carolina, Texas

and the District of Columbia.


We are registered to offer securities in the following jurisdictions: North Carolina, South Carolina, Texas

and the District of Columbia.


CRN201705-192802