Team profile


In these rapidly changing times, managing your finances can often feel like a daunting chore. We understand the overwhelming nature of ensuring that you're making the right decisions with your hard-earned money. That's why, at Carolinas Wealth Management, we empathize with the challenges you face and are here to help.

Our mission is clear and unwavering: We exist to help good people make great financial decisions, so they can enjoy their money without the constant worry. Our core values are at the heart of everything we do. We are Committed to your success, Altruistic in our selfless prioritization of your well-being, Responsive to your evolving needs, Enthusiastic in our passion for your financial success, and Sincere in our genuine, honest, and transparent approach to wealth management.

We invite you to give Carolinas Wealth Management a chance to make a meaningful difference in your financial life. Let us take a closer look at your current financial situation to see how we can help you save more money, secure your future, and relieve you of the burden of constant financial worry. For those of you who already have a financial advisor, we are more than happy to offer a second opinion. Your success is our commitment, and we are here to serve you in every way possible. We look forward to the opportunity to work together and help you achieve your financial goals. Your success is our top priority, and we stand ready to make great financial decisions with you.

Areas of focus

  • Retirement Planning Strategies
  • Military Financial Advisor
  • Tax Planning Strategies
  • Charitable Giving
  • Investment Management
  • Wealth Preservation Strategies

Awards & recognition

  • Sam Head, Ameriprise Circle of Success, 2021, 2022
  • Trey Bruner, Ameriprise Ultimate Digital Excellence Award, 2022
  • Heyward Barnes, Ameriprise Ultimate Digital Excellence Award, 2022
  • Carolinas Wealth Management, Ameriprise Client Experience Award, 2021 and 2023
  • Heyward Barnes, Ameriprise Client Experience Award, 2021

Community participation

A big part of who we are is giving back to improve the lives of others not as fortunate as we are. Sam serves on three charitable boards with a focus on fund raising. These organizations include Ripple of One, The Cliffs Residents Outreach and The South Carolina Plan Giving Council of which Sam Head is currently a member. Sam is also very involved in supporting the churches that he has been involved with over the years.

Carolinas Wealth Management CARES:

Committed: We are committed to your success.

Altruistic: Selflessly prioritizing others for the greater good.

Responsive: Quickly adapting to change and client’s needs.

Enthusiastic: Passionately motivated.

Sincere: Genuine, honest & transparent.


We help good people make great financial decisions so they can enjoy their money and not worry about it.