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

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

Don't Forget the World

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

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

HOT TOPIC: Don't Risk an IRA Rollover Mistake

A rising unemployment rate means more people face an important decision about what to do with the money in their former employer’s retirement plan. Fortunately, an IRA rollover can help, but only if it's done correctly.

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