Carolinas Wealth Management has been focused on helping our clients plan to achieve their financial goals, through a team approach. We offer in-depth knowledge of areas required to implement optimal wealth management strategies. Our team of investment professionals, working together with our clients' CPA’s as well as tax and estate planning attorneys, can ensure that the many areas of one’s wealth are managed and coordinated.
As your financial advisors, you can enjoy the 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 outstanding service. With offices conveniently located throughout South Carolina in Columbia, Myrtle Beach and Seneca, we are easily accessible to help meet our clients’ needs.
Lauryn Harbour is the Practice Manager for Carolinas Wealth Management. She is dedicated to optimizing the firm's strategic efforts and implementing decisions that provide positive impact and value to our clients. Lauryn graduated Magna Cum Laude from the University of South Carolina in 2004, with majors in Finance and Management.
James Byron is a Client Service Specialist at Carolinas Wealth Management Group. He helps our financial advisors implement the personalized plans for each client and also coordinates the onboarding process for new clients to help us take excellent care of each person. James attended Ave Maria University earning a Bachelors degree is Finance before finding the Upstate of South Carolina to be the perfect place to call home.
Jenna Ellis, the Business Development Specialist at Carolinas Wealth Management, specializes in helping our new clients smoothly and successfully join the Carolinas Wealth Management family. Working closely with our Financial Advisors, operations, and customer experience team, Jenna graduated with a Bachelor's degree in Communications from the University of North Georgia.
Kayleigh McAllister is the Regional Customer Experience Manager at Carolinas Wealth Management, where she works closely with our team to design and deliver a consistently exceptional experience throughout the client relationship. As a passionate advocate for our clients, Kayleigh manages the client insight, marketing, and community engagement program for the practice. Kayleigh attended Clemson University.
After you complete the form below, we will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice we provide, and the costs associated. We look forward to meeting you and discussing your financial future.
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If you have friends or family members who have financial questions or could use a second set of eyes, please let them know about our practice. When you refer us, they will receive an email with a link to our website where they can learn about what it’s like to work with us and reach out for a complimentary consultation, if they choose. We look forward to the opportunity to help your friend or family members achieve their financial goals.
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Your referral will receive an email with a link to visit our website and contact us for a complimentary consultation form. We will be notified of your referral with your friend's contact information and may reach out to them directly.
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