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.

Changes are coming for those with Student Loans.on July 1st.  If you or someone you know has a loan, get yourself up to ...
06/03/2026

Changes are coming for those with Student Loans.on July 1st. If you or someone you know has a loan, get yourself up to speed on coming changes. If you have questions, call us at 704-878-6677. We have answers. :-)

New federal student loan rules will be implemented July 1, including a new repayment plan, SAVE transitions, default collections, and PSLF changes.

New Month.  New week.  Today is "National Say Something Nice Day!"  Bring a smile to someone's face for the sheer joy of...
06/01/2026

New Month. New week. Today is "National Say Something Nice Day!" Bring a smile to someone's face for the sheer joy of seeing them smile. Seek no reward other than knowing that someone's day is better because a nice word was said.

Is it just us, or did the mosquitoes show up earlier this year?   Stay cool and enjoy your weekend!  Be nice to yourself...
05/29/2026

Is it just us, or did the mosquitoes show up earlier this year? Stay cool and enjoy your weekend! Be nice to yourself! 😎

Mental health is just as important as physical health.  Nearly 30 million people across the U.S. don’t have access to af...
05/27/2026

Mental health is just as important as physical health. Nearly 30 million people across the U.S. don’t have access to affordable, comprehensive mental health and substance use treatment. May is ! Let’s break the stigma and start open conversations about mental health.

We are proud to recognize Mental Health Awareness Month this May, bringing attention to mental health issues and helping reduce stigma.

It's the unofficial beginning of Summer.  Memorial Day, observed on the last Monday in May, is a solemn occasion dedicat...
05/22/2026

It's the unofficial beginning of Summer. Memorial Day, observed on the last Monday in May, is a solemn occasion dedicated to honoring the men and women who gave their lives while serving in the US military. If you're traveling this weekend, please be safe. Enjoy the long weekend.

Despite widespread recognition of estate planning’s importance, most Americans still lack essential legal documents. A w...
05/20/2026

Despite widespread recognition of estate planning’s importance, most Americans still lack essential legal documents. A will—the most common estate planning document—is held by just 31% of Americans, while only 11% have a trust. Protect those you love or the state will decide what's best for them. Questions? Call us - 704-878-6677. We can help!

When do you need a will? The answer is easy: Right Now.

Your avoidance, overspending, and money anxiety aren't personality flaws.  They are your nervous system.  Here are 5 way...
05/18/2026

Your avoidance, overspending, and money anxiety aren't personality flaws. They are your nervous system. Here are 5 ways your nervous system shows up in your financial life. It's a quick read. If you have questions, call us at 705-878-6677! We have answers. :-)

Your avoidance, overspending, and money anxiety aren't personality flaws. They are nervous system responses and understanding them is the first step to changing them.

Oh the places you'll go.  Let's celebrate!  Congratulations to the Class of 2026!
05/15/2026

Oh the places you'll go. Let's celebrate! Congratulations to the Class of 2026!

Summer brings a season of increased spending, especially for parents of school-aged children. Summer vacation?  Budgetin...
05/13/2026

Summer brings a season of increased spending, especially for parents of school-aged children. Summer vacation? Budgeting for family trips, summer camps, and childcare is a major expense best planned in advance. Here are some ideas to help get everyone on board. It's a quick read! :-)

Map Out Your “Summer Spending” Before It Sneaks Up on You. Summer spending isn’t usually one big expense; it’s a series of smaller “yes” decisions that add up.

Strong tailwinds push stocks to their best gains in five years, with technology leading the way.  Our "Monthly Insights"...
05/11/2026

Strong tailwinds push stocks to their best gains in five years, with technology leading the way. Our "Monthly Insights" video is 2-minutes. If you have questions, call us at 705-878-6677. :-)

Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors.

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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