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Giving back to the community and impacting the lives of others is an important part of who we are at Carolinas Wealth Management.

Words From Sam

Last month I made reference that I would be talking about CWM CARES. This month I will start with the first letter ‘C’ representing our commitment to what we do.  Before I get into that, I think it is important to frame Carolinas Wealth Management for what it is – a financial planning and wealth management business.
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David's Financial Tips

We all know that the more effort we put into planning and preparing for whatever we are trying to accomplish, the more likely we are to have a positive outcome.  This principle especially applies to most everyone’s goal of enjoying a retirement that allows us to do the things we want to do with friends and family.  FIND OUT MORE

 

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Helping good people make great financial decisions.

At CWM, our goal is to help our clients enjoy their money instead of worry about it.  Our passion is to serve people, build relationships and deliver guidance that will help optimize the financial outlook for those we serve.  Whether you have saved a little or accumulated much, we have the resources to help you make better financial decisions through educational and honest evaluations and in depth planning.   Our team of investment professionals works cohesively with qualified CPAs, tax attorneys and estate attorneys, to help individuals and families achieve financial security. We work together from a team approach, for you—our most valuable asset. In this way, your needs can be met as expeditiously and effectively as possible. Even if you currently have a financial advisor we offer a complimentary, no obligation, financial second opinion  Through this process, we are able to develop a deeper understanding of what is required to achieve your goals.  If you are working with someone already, we may be able to provide you with peace of mind, confirming that you are on the right track with your current plan.  Either way, it is our pleasure to help good people make great financial decisions.

Financial Second Opinion

You've  worked hard to relax and enjoy retirement. Do not leave your success to chance. Take full advantage of our complimentary, no obligation, financial second opinion. We will help you put all the pieces of your financial puzzle together.

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Retirement Income Analysis

Ensuring that your money lasts as long as you do is the single most important part of a well crafted retirement income plan.  We can help you understand how to minimize taxes and fees to grow and protect your nest egg.

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Social Security Planning

Social Security benefits are extremely complex.  Deciding when to begin social security benefits is one of the most difficult decisions when it comes to retirement income planning.  Let us help you navigate this issue.

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Fun with Friends & Family

At CWM, we take our job as your financial advocate very seriously but we love to have a good time!  Sign up to hear about our upcoming events, market reviews and how we provide value-added financial advice.  We never share your address.  

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Company Info

Carolinas Wealth Management

1325 Park St Suite 200
Columbia, SC 29201
P: 803.256-0100

1300 Professional Drive, Ste 202
Myrtle Beach, SC 29577
P: 843.497.8505

119A Professional Park Drive
Seneca, SC 29678
P: 864.885.1045

ann.duckett@carolinaswealth.com