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Terms & Conditions

Effective Date: 08/14/2025

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1. Acceptance of Terms

By accessing our website or using our services, you agree to these Terms & Conditions. If you do not agree, please do not use our services.

 

2. Use of Services

You agree to use our services only for lawful purposes. You are responsible for maintaining the confidentiality of your account credentials.

 

3. Eligibility

Our services are intended for individuals 18 years or older residing in the United States.

 

4. Intellectual Property

All content on our website — including logos, text, graphics, and software — is the property of Wealth Management of the Carolinas and protected under applicable intellectual property laws.

 

5. SMS/Text Messaging

By providing your phone number, you consent to receive text messages from us, including marketing messages. Wealth Management does not text from a business standpoint. Any advisors who do so are acting independently. 

 

6. Limitation of Liability

We are not liable for any indirect, incidental, or consequential damages arising from your use of our services.

 

7. Disclaimer

Our services are provided “as is” without warranties of any kind. We make no guarantees regarding financial outcomes or investment returns.

 

8. Governing Law

These Terms & Conditions are governed by the laws of the State of North Carolina.

 

9. Contact

For any questions regarding these Terms, contact:
Wealth Management of the Carolinas
1028 Lee Ann Dr NE Ste 220 Concord, NC 28025

704-782-7233

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ABOUT US

WEALTH MANAGEMENT of the CAROLINAS, prides itself on providing quality products and superior service to every client of the firm. Our primary focus is always to enhance and, ultimately, preserve both our client's wealth and their estates within each individual situation...

OUR SERVICES

Retirement Strategies +

 

Social Security Exploration +

 

Legacy Planning Concepts +

CONTACT US

1028 Lee-Ann Drive, Suite 220

Concord, NC 28025

 

Phone: 704.782.7233 Extension 3

Fax: 704.782.7309

Email: rodney@wealthmanagementcarolinas.com

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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