Capital Management Group of the Carolinas, Inc.

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Capital Management Group of the Carolinas, Inc. Capital Management Group (CMG) offers our clients a full range of financial products and services. Click here to view Form CRS. Your cooperation is appreciated.

The financial management process at Capital Management Group begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we will focus on your specific goals. With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you're confident in and comfortable with the financial suggestions we make. Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors LLC are subsidiaries of Grove Point Financial, LLC. Capital Management Group of the Carolinas, Inc is not affiliated with Grove Point Financial, LLC or its subsidiaries. www.grovepointfinancial.com

Trading instructions sent via email may not be honored. Please contact my office at 704-878-6677 or Grove Point Financial, LLC at 800-333-6884 for all buy/sell orders. Please be advised that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets. The text of this communication is confidential and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination.

From October 15th through December 7th, Medicare beneficiaries have the opportunity to switch between Medicare programs,...
10/26/2026

From October 15th through December 7th, Medicare beneficiaries have the opportunity to switch between Medicare programs, transition to a different Medicare Advantage plan, or select a new stand-alone Part D plan to complement traditional Medicare. Click on the link below to access valuable information. β˜€οΈ

Timing is critically important when it comes to enrolling in Medicare. If you think you will want Medicare at any point in your lifeβ€”and you most likely willβ€”you need to understand when you can and should enroll. Use these resources from NCOA to guide you.

Happy Friday!  🌞 The weather is going to be great this weekend and we all deserve a chance to enjoy some Fall weather.  ...
10/23/2026

Happy Friday! 🌞 The weather is going to be great this weekend and we all deserve a chance to enjoy some Fall weather. Carrigan Farms is a great way to spend time with those we love! Rest. Relax. Recharge. πŸŽƒ

Tap to view!

Tune in to William, Monday through Friday at 7:50am on  Radio - Real Country 92.9 Country Legends 550AM/92.9FM for your ...
10/21/2026

Tune in to William, Monday through Friday at 7:50am on Radio - Real Country 92.9 Country Legends 550AM/92.9FM for your daily financial briefing, "Right on the Money!" πŸ™‚ WAME Radio - Real Country 92.9

What would your future self, looking back from age 80, advise you to prioritize today? What decisions would you urge you...
10/19/2026

What would your future self, looking back from age 80, advise you to prioritize today? What decisions would you urge yourself to reconsider, and what opportunities would you recommend seizing? Share your thoughts. :-)

If you have trouble making a tough decision, ask your 80-year-old self for the answer.

🎈  Back in the day it was called the "Balloon Rally."  This weekend we celebrate the 51st annual Carolina BalloonFest . ...
10/16/2026

🎈 Back in the day it was called the "Balloon Rally." This weekend we celebrate the 51st annual Carolina BalloonFest . The Statesville Regional Airport (531 Old Airport Rd.). is the place to be. Enjoy and have a great weekend! 😎

10/14/2026

Review our Quarterly Insights: A comprehensive analysis of the market's mixed performance this quarter, influenced by AI headlines and the Fed's rate hike. As we approach 2027, stay informed in under 2 minutes. Have questions? Contact us at 704-878-6677. πŸ˜€

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/12/2026

If you've changed jobs recently - why should you leave your 401k behind? You changed jobs for a reason. Retirement perhaps? No matter the reason you can roll your 401k into an IRA, so you have control. Call us at 704-8877. We'll show you how. :-)

Capital Management Group (CMG) offers our clients a full range of financial products and services.

10/09/2026

🌞 Fall is a season of abundance and gratitude. Take a moment to plan your escape to witness the breathtaking Fall Foliage. Give yourself the gift of tranquility this weekend. Unwind. Recharge. Revitalize. ❀

Peak fall foliage in North Carolina 2026: Oct 24 to Nov 7 for most of the state. Map, week-by-week table, parks and drives. Updated October 8.

10/07/2026

A growing number of Americans are prioritizing experiences over expedience. According to a recent SoFi survey of 4,090 US adults, 72% of respondents across generations are willing to make slower progress on financial goals to focus on family, vacations, and meaningful experiences. For more information, please contact us at 704-878-6677. We're here to provide guidance. :-)

The latest company information, including net asset values, performance, holding & sectors weighting, changes in voting rights, and directors and dealings.

10/05/2026

October is π‚π«π’π¦πž 𝐏𝐫𝐞𝐯𝐞𝐧𝐭𝐒𝐨𝐧 𝐌𝐨𝐧𝐭𝐑, and throughout the month, the Statesville Police Department will be sharing simple ways you can recognize risks and help protect yourself and your family. Social media keeps us connected, but it can also expose users to scams, cyberbullying, harmful content, illegal drug sales, and other risks.
A few simple habits can make a difference:
πŸ”’ Review your privacy settings.
πŸ“ Be careful about the personal information you share.
🚫 Block and report suspicious or harmful accounts.
πŸ’¬ Talk regularly with children and teens about what they encounter online.
πŸ’Š Never purchase prescription medications through social media or an unverified online seller.

The Statesville Police Department is joining communities across the country in recognizing October as Crime Prevention Month. This year, Statesville’s theme is β€œCrime Prevention Starts with Awareness.” Crime prevention is not limited to locking doors or reporting suspicious activity. Today’s...

Address

113 N Center Street, Ste 300
Statesville, NC
28677

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

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