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Monday – Friday

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(800) 123-4567

About

Managed money can help you Succeed! Let us be your Financial Advisors who are here to help you lead with the money you have.

FOUNDED IN 1990 WITH TRUST

Total Care Wealth Management Group

In 1990, John Smith was living in North Carolina and dreamed of serving people with excellence in financial guidance.  Soon after, Total Care Wealth Management Group opened its doors.  Since our inception, we have been helping our clients with services from wealth management, life insurance planning, retirement strategies, and all money management concerns. 

We currently serve people in North Carolina, South Carolina, Virginia, and Tennessee (USA). We provide Wealth Management services and educate our clients and friends through free Wealth Management classes. We work in partnership with experts such as CFP, CFA, LUTCF, and CDFA.

Our 30 years of experience in financial management has resulted in many of happy clients. Due to our endless and constant efforts managing our clients’ wealth, we have made a mark in our field. Helping people with their wealth management, retirement strategies, investment options, and life insurance planning is what we know best. For both our current and future clients, we strive to provide EXCELLENCE!

Total Care Wealth Management Group

We Are Driven Towards The Following Goals


- Letting our clients better manage their finances
- Creating generational wealth
- Planning for retirement