Carolinas Wealth Management - Seneca, SC: Ameriprise

Carolinas Wealth Management: An Ameriprise private wealth advisory practice serving the Seneca, SC area.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Putting clients first; it’s what we do

We’re proud to be with a firm known for its unwavering commitment to understanding not only the markets but also what’s most important to you. We provide personalized financial advice to address today’s challenges and stay focused on tomorrow’s goals.

It’s our honor to share that Ameriprise earned a 2023 Hearts & Wallets Top Performer™ recognition in:

• Understands me and shares my values

• Investment ideas are knowledgeable, timely and tactical

• Explains things in understandable terms

Ready to learn more about how we can help you? Schedule a complimentary consultation whenever it’s convenient for you.

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Have the storm clouds passed? November 20, 2023 Read more

Now Playing

3 steps to weather an uncertain end to 2023

3 steps to weather an uncertain end to 2023

As the year winds down, investors may have more questions than answers about where the market and economy are headed. Ameriprise Financial Chief Market Strategist Anthony Saglimbene shares three steps that investors can take to help weather the present uncertainty as 2023 ends. (5:19)

November 08, 2023 Play video

Does timing the market ever pay? Here’s what the data says November 20, 2023 Read more

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Events

Christmas Party

DEC 6, 2023 / 6:00 PM - 8:00 PM

Join us for our annual Christmas Party

Music | Dancing | Drinks | Appetizers

Christmas Party

DEC 7, 2023 / 6:00 PM - 8:00 PM

You are invited to our Christmas Party with complimentary dinner & drinks.

View all events

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Financial advice I can count on

Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)

Recommended by over 9 out of 10 clients

Recommended by over 9 out of 10 clients

More than 9 out of 10 clients are likely to recommend us. Why? Because the financial advice we provide is personalized to them and their needs, helping them build more than just their portfolios. It helps them build their financial confidence. (0:30)

Advice to Help Reach Your Goals

Advice to Help Reach Your Goals

No matter what your financial goals are, personalized advice can help you reach them. Our advisors know the markets, but more importantly, they know you. Our advice is customized to help you build your financial confidence along with your portfolio. (0:30)

Will my family be OK?

Will my family be OK?

When the unexpected happens, most people want to know “Will my family be ok?” Watch this stirring and provocative video that helps explain the power of being well protected. (12:49)

Exceptional Client Satisfaction

Exceptional Client Satisfaction

Personalized financial advice from an advisor who understands you and the markets does more than help our clients reach their goals. It helps us get a 4.9 out of 5 overall satisfaction rating. (0:15)

How to navigate market volatility

How to navigate market volatility

When the stock market fluctuates, it’s natural to feel uncertain about your investment decisions. Together, we can review your portfolio and discuss personalized recommendations that support your financial goals throughout all market cycles. (1:51)