C Lee Ives III, CFP - Rockefeller Capital Management

Carolinas Investment Consulting is a premier financial advisory firm based in Charlotte, NC, offering exceptional service and expert guidance to individuals, families, businesses, executives, foundations, and endowments. As an employee-owned boutique, they provide personalized attention in a family-friendly environment, delivering comprehensive planning and investment management with extraordinary client service. With their independence, Carolinas Investment Consulting is able to pursue the best interests of their clients without any conflicts of interest found in larger financial conglomerates. As one of the largest firms of its kind in the Southeast, they have access to industry-leading research, tools, and investment opportunities, while maintaining a small firm touch.Generated from the website