At Carolina Wealth Partners, we are fully committed to helping clients construct their financial futures through mindful savings and tax efficiency. We adhere to three key values when serving our clients: ✤ VALUE #1: INDEPENDENCE: We are strong proponents of the fiduciary role. Every decision we make is truly in a client's best interest. There is no behind-the-scenes corporate structure interfering in a client's financial security. ✤ VALUE #2: EDUCATION: We educate clients at each decision point, so they not only know our recommendation but also understand our rationale and have an opportunity to ask questions. ✤ VALUE #3: SHARED RESPONSIBILITY: Our clients know that they have a team working for them, even as they work with one primary advisor. We have a team mentality and enthusiastically serve our clients from this perspective. Registered Representative - Securities offered through Cambridge Investment Research, Inc.a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Carolina Wealth Partners are not affiliated.