Carolinas Wealth Management has been focused on helping our clients achieve financial security, through a team approach since our founding in the 1990s. We offer in-depth knowledge of all areas required to implement optimal wealth management strategies. Our team of investment professionals, working with CPAs, as well as tax and estate planning attorneys, ensures that all areas of one’s wealth are properly managed and coordinated.
As your trusted financial advisers, you will enjoy the confidence that comes from knowing we are working with you to help secure your financial future. Since our inception, Carolinas Wealth Management has never lost sight of our core business values: a personalized approach, trusted advice and exceptional service. With offices conveniently located throughout South Carolina in Columbia, Greenville, Myrtle Beach, and Seneca, we are easily accessible to meet our clients’ needs.
Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc., (member SIPC).
Carolinas Wealth Management is not a subsidiary of nor controlled by Voya Financial Advisors.
The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:
We are registered to offer Securities in SC, NC, GA, AL, AK, CO, CT, FL, IL, MD, MA, MI, MN, NH, NJ, NY, OH, OR, PA, TN, TX, VT, VA, WV.
We are licensed to offer insurance products in SC, NC, GA.
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