Watch The Fed Closely In The Months Ahead

More...

Uncle Sam Delivers A Strong Economy

More...

How To Avoid State Income Tax On Distributions From IRAs

More...

Amid Record Stock Prices, Fed Policy Is A Risk

More...

Three Strategic Mid-Year Tax Tips

More...

Stocks Closed At A Record High; Should You Worry?

More...

Slower Growth Confirmed By June Leading Economic Indicators

More...

Frontpage Slideshow | Copyright © 2006-2011 JoomlaWorks Ltd.

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

It’s Good Friday and the markets are closed.  It’s a rainy afternoon and we are having some family time. By the time you read this, David and I will be fully immersed in the Scottish culture.  We will be on our annual Voya trip which, this year, is in Scotland. 

 

FIND OUT MORE

 

David's Financial Tips

As we approach the end of April, the markets have had a very good beginning to 2019.  Most major indices have climbed back to the levels they obtained at the end of the 3rdquarter last year.   FIND OUT MORE

 

 

 

To login to your account and view your account details, please click on the link below.

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.

Learn More

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.

Learn More

 

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.

Learn More

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.  

Learn More

 

eNewsletter Signup


Financial Briefs Feed

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