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FAQs

Understanding how we work is an important first step.

We understand that choosing a financial professional often comes with questions. Below, you’ll find straightforward answers to topics we’re commonly asked, along with helpful context to better understand how we work.

Have More Questions? Contact us today to learn more!

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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