Awards
Advisorhub Advisors to Watch 2026: Over $1B
Chad Kupreanik named to Advisorhub Advisors to Watch 2026: Over $1B
Forbes Best-in-State Wealth Management Team 2026
CWA named Forbes Best-in-State for fourth consecutive year!
Forbes Best-in-State Award
Chad Kupreanik named Forbes 2026 Best-In-State Wealth Advisors List
Our Team
Since founding Janney's Charlotte, NC office in August of 2003, the partners of Carolina Wealth Advisors have been consistently recognized as one of the premier wealth management teams within the firm.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
What We Do
Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.
College Saving and Funding Plans
Plan for More™—supporting your student’s future while protecting your broader financial goals.
As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.
Financial Planning
Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility.
No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
CWA Sponsors Javesca Feeds Fundraiser
CWA is a Diamond Sponsor of Javesca Feeds
Walk MS 2024
Carolina Wealth Advisors (Chad, Nate, Lisa and Mary) and the Charlotte office walked for the second year in a row in the Charlotte Walk MS event. So far, we have raised over $4,500 to help raise awareness about this disease and support the MS Society who provides invaluable resources to the larger MS Community. We are helping to pave the way for new and better treatments, and hopefully someday, a cure!
Walk MS 2023
Carolina Wealth Advisors and the South Park office walked 3 miles to support MS.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Janney’s Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
CWA News & Events
Congratulations to Carolina Wealth Advisors
Carolina Wealth Advisors Named to Forbes 2026 Best-in-State Wealth Management Team List
CWA Team Attends 2026 Teaming Summit
Our team was honored to be invited to, and attend, Janney's annual Teaming Summit in Philadelphia.
Protecting Yourself During Tax Season
Read our article in QC Exclusive about tax scams to be aware of during tax season
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.