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.

Voting for Best of Iredell is officially live! The top 5 business in each category with the most unique nominated are li...
06/15/2026

Voting for Best of Iredell is officially live! The top 5 business in each category with the most unique nominated are listed on the voting ballot. The voting phase is all about celebrating and supporting the amazing local businesses in our area. Please support local businesses by voting in "Best of Iredell!" :-)

Check it out now!

Happy Friday!  It's going to be a scorcher this weekend.  HEAT!  Children and the Elderly are often most affected.  Drin...
06/12/2026

Happy Friday! It's going to be a scorcher this weekend. HEAT! Children and the Elderly are often most affected. Drink plenty of fluids. Here's information from NCDHHS that can help. Stay cool and be kind to yourself!

NCDHHS Urges Caution Outdoors Amid Record High Heat-Related Illnesses

Celebrate Small Business!  Voting for Best of Iredell is officially live! The top 5 business in each category with the m...
06/11/2026

Celebrate Small Business! Voting for Best of Iredell is officially live! The top 5 business in each category with the most unique nominated are listed on the voting ballot. The voting phase is all about celebrating and supporting the amazing local businesses in our area. Thank you for your support!

Check it out now!

The Working Families Tax Cuts allows parents, guardians and other authorized individuals to establish a new type of indi...
06/10/2026

The Working Families Tax Cuts allows parents, guardians and other authorized individuals to establish a new type of individual retirement account for their children, called Trump Accounts. For U.S. citizens born between January 1, 2025, and December 31, 2028, the federal government will make a one-time $1,000 contribution—called the pilot program payment—into each child’s Trump Account. If you have questions, call us at 704-878-6677. We have answers. :-)

Trump Accounts provide eligible American children with tax-advantaged investment accounts courtesy of President Donald J. Trump.

It's time for our Quarterly Insights.  We get you up to speed in less that 2-minutes.  Stocks rally on upbeat economic n...
06/08/2026

It's time for our Quarterly Insights. We get you up to speed in less that 2-minutes. Stocks rally on upbeat economic news and ongoing diplomatic efforts in the Middle East. If you have questions, call us at 704-878-6677. We have answers! :-)

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

Happy Friday! Do you need a "warm up" before dinner?  We don't judge! Enjoy your weekend.  Rest, relax, repeat!  Cookies...
06/05/2026

Happy Friday! Do you need a "warm up" before dinner? We don't judge! Enjoy your weekend. Rest, relax, repeat! Cookies optional. ❤

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.

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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