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.

🌞 Fall is a season of abundance and gratitude. Take a moment to plan your escape to witness the breathtaking Fall Foliag...
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.

A growing number of Americans are prioritizing experiences over expedience. According to a recent SoFi survey of 4,090 U...
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.

October is π‚π«π’π¦πž 𝐏𝐫𝐞𝐯𝐞𝐧𝐭𝐒𝐨𝐧 𝐌𝐨𝐧𝐭𝐑, and throughout the month, the Statesville Police Department will be sharing simple wa...
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...

Happy Friday!  Yes, the calendar says "Fall Ya'll" - but Weatherman says "next week" it'll really feel like Fall.  Just ...
10/02/2026

Happy Friday! Yes, the calendar says "Fall Ya'll" - but Weatherman says "next week" it'll really feel like Fall. Just enjoy your well deserved break this weekend. Rest. Relax. Repeat.

Health care proxies are entrusted to make medical decisions for a loved one who can’t.  As a "Proxie" - people think the...
09/30/2026

Health care proxies are entrusted to make medical decisions for a loved one who can’t. As a "Proxie" - people think they are there to decide what’s best, when in fact they are there to reflect what was already decided by the individual. Who will be making decisions for you? Communication is important. If you have questions, call us at 704-878-6677.

When illness leaves a loved one unable to make medical decisions, you may face tough choices

As anticipated, the US Federal Reserve raised short-term interest rates by 25 basis points (0.25%) last week, driven by ...
09/28/2026

As anticipated, the US Federal Reserve raised short-term interest rates by 25 basis points (0.25%) last week, driven by persistent inflation and a robust US economy. Investors should be prepared for potential stock market fluctuations during this rate hike cycle, although historical data suggests that short-term declines have often presented opportunities. For guidance, please contact us at 704-878-6677. We are here to provide expert insights. :-)

U.S. crude oil briefly dipped below $100 per barrel for the first time since Friday.

09/25/2026

"Bucket List" moment! William Morgan at the Closing Bell at NYSE. Happy Friday! 😁

Tune in to William, Monday through Friday at 7:50am on  Radio - Real Country 92.9 Country Legends 550AM/92.9FM for your ...
09/23/2026

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™‚

Government debt levels are escalating globally, necessitating consideration in long-term financial strategies. This pres...
09/21/2026

Government debt levels are escalating globally, necessitating consideration in long-term financial strategies. This pressing issue warrants examination. For personalized guidance, please contact us at 704-878-6677. We are available to provide expert insight. :-)

Learn how the $40 trillion national debt could impact your finances, including borrowing costs, inflation, and wage growth.

Happy Friday!  It's time to celebrate the arrival of autumn at Downtown Statesville’s Fall Art Crawl on Saturday, Septem...
09/18/2026

Happy Friday! It's time to celebrate the arrival of autumn at Downtown Statesville’s Fall Art Crawl on Saturday, September 19, from 2 to 6 p.m. Enjoy a leisurely stroll to each location or take advantage of a free trolley service traveling to designated stops located near participating galleries.

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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