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

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

The Long Road Ahead

The stock market has had its share of roller-coaster thrills lately, but don’t be tempted to react emotionally.

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

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