Overview

There's no time like the present to prepare for those long-awaited days of pursuing your passions, whether it's learning to play golf or nurturing your grandchildren. We can help you maximize the amount of free time you so richly deserve. By working with us now, we can help you arrange all the details that will affect your financial future, sparing you and/or your loved ones from having to make difficult decisions later.

We can help with developing strategies in the following areas:

  • Investment Management
  • Tax Efficient Planning *
  • Estate Planning
  • Retirement Planning
  • Risk and Liability Management
  • Charitable Giving

If you are interested in scheduling a complimentary meeting to go over your financial goals and asses what your next step should be, please go to the "Financial Second Opinion" tab under the "About Us" section for more information.

 

*Please note that neither Voya Financial Advisors nor any of its agents or representatives provide tax preparation. For complete details, consult with your tax advisor or attorney. 

 

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Company Info

Carolinas Wealth Management

5111 Trenholm Rd., Ste 100
Columbia, SC 29206
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