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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How stocks may react to a potential government shutdown September 18, 2023 Read more

Will tech stocks continue to lead the market? September 18, 2023 Read more

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Events

Investing for the life you've earned - today and tomorrow

OCT 3, 2023 / 6:30 PM - 9:00 PM

Are your investments working hard enough for you? During this complimentary session, you’ll learn about:

Seven fundamental components of smart investing that can be applied during volatile periods and when markets are stable
Common risks that can throw your financial goals and retirement plans off track
How to break financial planning into manageable and actionable steps

Markets Update

OCT 4, 2023 / 11:30 AM - 2:00 PM

Learn how recent events can impact your finances. During this complimentary seminar, you'll learn about:

Some factors that may contribute to market volatility
Strategies to help weather market uncertainty

Markets Update

OCT 10, 2023 / 6:30 PM - 9:00 PM

Learn how recent events can impact your finances. During this complimentary seminar, you'll learn about:

Some factors that may contribute to market volatility
Strategies to help weather market uncertainty

View all events

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5 ways to navigate higher debt costs

5 ways to navigate higher debt costs

The rise in interest rates by the Federal Reserve is leading to higher borrowing costs and tightening credit standards for consumers. Ameriprise Fixed Income Strategist Brian Erickson shares actions that individuals can take to help cope with this new environment. (2:43)

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)

Will stress in the banking sector cast a shadow over Q2?

Will stress in the banking sector cast a shadow over Q2?

Ameriprise Financial experts discuss the consequential events of the first quarter of 2023, including how the recent bank failures may impact the markets, investors and the U.S. economy. (9:13)

Quality stocks: A refuge for investors?

Quality stocks: A refuge for investors?

As we move into the second half of 2023, Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains why high-quality stocks may be an opportunity for investors. (3:43)

Why investors should consider this key ingredient

Why investors should consider this key ingredient

While money market funds and other cash investments offer an attractive yield today, they lack a key ingredient for diversified portfolios: interest rate sensitivity. (2:53)

What recent bank failures may mean for investors

What recent bank failures may mean for investors

In light of recent bank failures, it’s important to take a long-term view. Chief Market Strategist Anthony Saglimbene explains what these events may mean for investors and the banking system. (3:34)

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)