Our Difference

At Carolinas Wealth Management, we understand that retirees and pre-retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that may help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because many of our clients are retirees with similar concerns, we are in a good position to approach such challenges with experience and skill.

In addition to our representatives, Sam Head CEP, David Monckton, CFP®,  Robert Balmer, and Michael Fusco, we have a dedicated team of professionals on hand to address our clients needs. Our support staff is made up of many talented individuals in the office, as well as two attorneys and four CPAs with whom we work closely.

There is no question that retirement comes with its own unique set of challenges. At Carolinas Wealth Management, we strive to use our experience, skill, and thorough understanding of your needs to help you build a portfolio that has the highest likelihood of helping you face these challenges with success.

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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