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.

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Walk MS 2023
Carolina Wealth Advisors and the South Park office walked 3 miles to support MS.
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Charlotte Gives Back
Carolina Wealth Advisors gives back to the community in a variety of ways.
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Komen Race for the Cure
The Charlotte, NC branch was a sponsor for the Susan G. Komen Race for the Cure
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International House
Mary and Lisa attended a gala benefiting the International House of Charlotte.
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Ronald McDonald House
Carolina Wealth Advisors brought food trucks from Papa Murphy's and Ben and Jerry's to 65 family members of Ronald McDonald House in Charlotte.
Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
Email Image Carolinawealthadvisors@janney.com
Phone Image 704-367-9700