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.