Skip Navigation What We Do Better BUSINESS PERSONAL WEALTH ABOUT Search LOGIN FCW OVERVIEW FCW TEAM FCW BLOG CIC PARTNERSHIP The Client Experience LIFE PLANNING Multi-generational goals-based life planning Individual and business tax and transition tax planning Application of financial/legal tools and expertise to achieve clients’ life goals and dreams RISK REDUCTION Insurance and risk planning, asset protection Proper use of insurance and other tools to efficiently mediate risk and preserve wealth INVESTMENTS Customized Strategic and Tactical asset allocation Open architecture due diligence, selection, monitoring and documentation of investment strategies PRIVATE BANKING WITH FIRST CAROLINA BANK WEALTH ADMINISTRATION Budgeting, cash management, consolidated reporting and secure client portal for information “Quarterback” function with clients’ outside professionals ESTATE AND FIDUCIARY Education, development, administration and monitoring of estate plan and wealth transfer opportunities Trust planning and implementation strategies with “user-friendly” corporate trustee services PHILANTHROPY Strategic philanthropic tax and structural planning Foundation governance and management Next generation involvement and focus FAMILY EDUCATION AND GOVERNANCE Key to multi-generational wealth survival Succession planning and administration Family meetings, understanding and interaction PEACE OF MIND AND SENSE OF BELONGING First Carolina Wealth is in place to handle the “what keeps me awake at night” issues Clients are part of a larger club of similarly positioned families with common issues, interests and goals Client families are part of the larger First Carolina Wealth Family First Carolina Wealth relieves Clients from the worries of their wealth, freeing them to enjoy the benefits of their wealth Registered Representatives are affiliated with Capital Investment Brokerage, Inc. Securities offered through Capital Investment Brokerage, Inc., Member FINRA/SIPC 100 E. Six Forks Road, Suite 200; Raleigh, NC 27609 (919) 831-2370 FINRA BrokerCheck Notice: About Our Relationship with Capital Investment Brokerage, Inc. Capital Investment Brokerage, Inc. and First Carolina Bank have entered into an agreement for Capital Investment Brokerage, Inc. to provide services at First Carolina Bank locations. Registered Representatives, independent contractors and employees of Capital Investment Brokerage, Inc. are not employees of First Carolina Bank, nor do they sell bank products. Non-deposit investment and insurance products and services that are offered by Capital Investment Brokerage, Inc. and/or related agencies are: NOT INSURED BY THE FDIC NOT DEPOSITS IN OR OBLIGATIONS OF FIRST CAROLINA BANK NOT GUARANTEED BY FIRST CAROLINA BANK SUBJECT TO RISK, INCLUDING THE POSSIBLE LOSS OF INVESTMENT PRINCIPAL Your Opinion Matters Have a great experience to share or maybe a suggestion to improve a product or service? Share it with us! GIVE US YOUR THOUGHTS! CALCULATORS FORMS CAREERS TESTIMONIALS Privacy Policy Security Terms of Use Twitter Facebook LinkedIn Google+ ©2021 First Carolina Bank. Verified: Nov 28, 2021