Capital Management Group of the Carolinas, Inc.

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.

We're pleased to present our Quarterly Insights - July 2026. The second quarter saw notable gains in the stock market, d...
07/13/2026

We're pleased to present our Quarterly Insights - July 2026. The second quarter saw notable gains in the stock market, driven by optimism surrounding positive economic reports, ongoing diplomatic efforts in the Middle East, and robust first-quarter corporate results. The video is 2 minutes. Questions? Call 704-878-6677. We have answers! :-)

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

TGIF! Don't forget to LOL this weekend! We all need a good belly laugh today!
07/10/2026

TGIF! Don't forget to LOL this weekend! We all need a good belly laugh today!

Life is a journey.  Navigating life's unexpected twists and turns, caregiving can alter our life's trajectory. However, ...
07/08/2026

Life is a journey. Navigating life's unexpected twists and turns, caregiving can alter our life's trajectory. However, it also presents ongoing opportunities for adaptation and personal growth. The USAA Educational Foundation serves as a valuable resource, providing a foundation for caregivers to educate themselves and thrive. If you have questions, call us at 704-878-6677.

Free financial learning guide developed for Military Caregivers in proud partnership with Elizabeth Dole Foundation.

The AARP says Crypto scams cost people more than $389 million last year.  Crypto Kiosks can be found in gas stations, to...
07/06/2026

The AARP says Crypto scams cost people more than $389 million last year. Crypto Kiosks can be found in gas stations, to***co stores, and convenience stores: ATMs that convert cash into cryptocurrency. North Carolina lawmakers are cracking down on the machines. The AARP warns they are ripe for fraud. The government NEVER accepts crypto as payment. The elderly are often targets. Let's look out for the vulnerable.

You’ll find them in gas stations, to***co stores, and convenience stores: ATMs that convert cash into cryptocurrency.

May this 4th of July be a celebration of freedom, joy, and togetherness! Let's rise above the ordinary and make unforget...
07/02/2026

May this 4th of July be a celebration of freedom, joy, and togetherness! Let's rise above the ordinary and make unforgettable memories, whether near or far! As you revel in the spirit of independence, remember to prioritize your safety and well-being this weekend. Our office will be closed on July 3rd!🎉🇺🇸

Get ready to shine! 🎉 Are you ready to celebrate the spark of freedom and unity on Independence Day? Here's the scoop on...
07/01/2026

Get ready to shine! 🎉 Are you ready to celebrate the spark of freedom and unity on Independence Day? Here's the scoop on the Fireworks display. Wishing you a 4th of July that inspires hope and ignites a brighter tomorrow! 💫

Join us for the City of Statesville Fireworks Celebration.

HEAT DOME!   Vulnerable populations, including young children, individuals with compromised health, and the elderly, are...
06/30/2026

HEAT DOME! Vulnerable populations, including young children, individuals with compromised health, and the elderly, are particularly susceptible to heat-related illnesses. Staying hydrated is the obvious, but the article provides helpful information. Stay cool! 🏖️🏜️

Discover what causes heat waves, their effects on health, and how to stay safe with 10 expert tips for keeping cool during dangerously hot weather.

It's finally Friday! 🎉 Holidays are sneaking up on us like a crazy cousin at a family reunion! Take a deep breath and tr...
06/26/2026

It's finally Friday! 🎉 Holidays are sneaking up on us like a crazy cousin at a family reunion! Take a deep breath and try to get some rest this weekend! Does anyone actually enjoy driving on I-77 without wanting to pull their hair out? 😂

An estimated 76% of American adults—roughly 3 out of 4 people—do not have a will.  Is a Will a necessary component of my...
06/24/2026

An estimated 76% of American adults—roughly 3 out of 4 people—do not have a will. Is a Will a necessary component of my estate plan? Everyone who owns property or has dependents should consider having a will, as it ensures that assets are distributed according to personal preferences, rather than being governed by state intestacy laws, and allows for the appointment of a trusted guardian for minor children. If you have questions, please call us for more information. 704-878-6677 :-)

Debts typically aren’t inherited, but they could affect your loved one’s estate.

One of the rites of passage that marks the transition to full adulthood is paying your own phone bill. By this standard,...
06/22/2026

One of the rites of passage that marks the transition to full adulthood is paying your own phone bill. By this standard, many people — even those well into middle age — are stuck in an extended adolescence. 🚨 23% of young adults rely on parents to cover expenses, threatening financial independence. Read more about the implications and what it means for the future of personal finance.

In today’s America, one of the rites of passage that marks the transition to full adulthood is paying your own phone bill. By this standard, many people — even those well into middle age — are stuck in an extended adolescence. A survey released this month by the insurance firm Northwestern Mut...

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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