Carolina Wealth Management, LLC

Carolina Wealth Management, LLC   has its primary offices in the greater Columbia, South Carolina area and serves residents throughout the Southeast (all representatives are not licensed in all states).  Each of our associates runs their own business and those businesses are as diverse as the clients we serve! For assistance finding a representative who can serve your unique financial interests, please call Susan at our administrative office at (803) 808-0954 or send an e-mail to syeatts@walnutstreet.com.  Please be prepared to tell us a little bit about the type of adviser or advice you are seeking so that we can match you with one who offers the services you need.  

 

 
Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Newsletters

Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

Save the Date

There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

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