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Planning, Protecting, and Shielding... For Your Financial Peace of Mind

At Wealth Management of the Carolinas, we work with individuals and families to help organize, manage, and protect what matters most—through changing markets, evolving priorities, and every season of life.

ABOUT US

Thoughtful Planning for Every Stage of Your Financial Life

Wealth Management of the Carolinas provides personalized financial guidance tailored to your current needs and long-term goals. Our experienced team offers hands-on support, informed direction, and a commitment to helping clients navigate their financial journey with confidence.

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OUR SERVICES

Focused Financial Services Built Around What Matters Most

We offer focused planning services to support long-term financial decisions, including retirement preparation, Social Security considerations, and legacy planning concepts. Our approach is personalized, practical, and designed to evolve as your life and priorities change.

Retirement Strategies

It is never too early to start planning for your retirement...

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Social Security Exploration

Exploring retirement income options starts with your Social Security benefits...

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Legacy Planning Concepts

What you leave behind can be altered greatly by what you do when you are here...

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Get a complimentary copy of Retirement Roadblocks

A 20 page guide to overcoming the 7 financial risks in retirement.

WHY CHOOSE WALTH MANAGEMENT OF THE CAROLINAS

A Team Designed with Excellence in Mind

Fiducuary

As Investment Advisor Representatives (IARs), we are required by law to act in a fiduciary capacity when serving all clients. Your interests come first always. It's that simple.

Independent

As an independently owned firm offering both fee-based and transactional services, we answer only to you. With no outside affiliations, we provide agile, creative advice tailored to your goals.

Comprehensive

Our personalized advice is not limited to investing. We also provide complete personal financial planning to help you and your family make smart overall decisions with your money.

Responsive

Because you shouldn't have to wait for answers, we respond promptly to your needs, in your preferred method of communication. Whether it's in person, by phone, or by electronic means.

Next Step?

READY TO TAKE THE

Contact us today to receive a complimentary, no-obligation financial review!

1028 Lee-Ann Drive, Suite 220

Concord, NC 28025

 

Phone: 704.782.7233 Ext. 3

Fax: 704.782.7309

JW Rodney Harris is an Investment Advisor Representative and Investment advisory services offered through WMC Capital Management, LLC. Insurance offered through Wealth Management of the Carolinas. Wealth Management of the Carolinas and WMC Capital Management are affiliated firms.

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WMC Capital Management, LLC (“WMC”) is a registered investment adviser offering advisory services in the State of North Carolina and in other jurisdictions where exempted. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WMC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of WMC, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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Index or fixed annuities are not designed for short-term investments and may be subject to caps, restrictions, fees, and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims-paying ability of the issuer.

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The Million Dollar Round Table is a trade association to help insurance brokers and financial advisors establish best business practices and develop ethical and effective ways to increase client interest in financial products, specifically risk-based products like life insurance, disability and long-term care. Annual, calendar year qualification requirements include demonstrating a set annual production requirement and agreeing to a code of ethics, but is not based on client experience or performance. For more information regarding Million Dollar Round Table eligibility, please see https://www.mdrt.org/membership/requirements/. Membership in no way constitutes an endorsement from Million Dollar Round Table or any client. To qualify for Top of the Table, a member must demonstrate annual commission of six times the base requirement.

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© 2026 Wealth Management of the Carolinas. All Rights Reserved.

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