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.

Community Involvement

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!

Community Involvement

Carolina Wealth Advisors and the South Park office walked 3 miles to support MS.

Community Involvement

Charlotte Gives Back

Carolina Wealth Advisors gives back to the community in a variety of ways.

Community Involvement

Komen Race for the Cure

The Charlotte, NC branch was a sponsor for the Susan G. Komen Race for the Cure

Community Involvement

International House

Mary and Lisa attended a gala benefiting the International House of Charlotte.

Community Involvement

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.