Carolinas Wealth Management has been focused on helping our clients plan to achieve their financial goals, through a team approach for over 20 years. We offer in-depth knowledge of areas that help to implement optimal wealth management strategies. Our team of financial advisors, working together with our clients' CPAs as well as tax and estate planning attorneys, can help ensure that the many areas of one’s financial life are addressed and coordinated.
As your financial advisors, you can enjoy more confidence that comes from knowing we are working with you to help plan for your financial future. Since our inception, Carolinas Wealth Management has never lost sight of our core business values: a personalized approach, knowledgeable advice, and tailored service. With offices conveniently located throughout South Carolina and North Carolina, we are easily accessible to help meet our clients’ needs.