ARE YOU PREPARED
FOR ?
FOR ?
RETIREMENT
COLLEGE TUITION
LIFE'S CURVE BALLS
Check the background of this investment professional on FINRA’s BrokerCheck.
At Carolina Wealth Management, our job is to help you pursue your financial goals. We are registered financial advisors, Certified Public Accountants, and Personal Financial Specialists. Our guidance can help you grow your assets while minimizing risk and tax exposure.
Client-centered relationships are at the heart of what we do. Furthermore, we follow a strict fiduciary standard and put a high priority on transparency. Your interests are our only interests.
The more we know about you, your risk tolerance and your goals, the more we can help you pursue your objectives. We like to form long-term relationships with our clients. In our experience, we have found this to be the best way to create long-lasting wealth.
Our comprehensive financial planning and management services help you meet the challenges and pursue the rewards at every stage of your life. Whether you are saving for your children’s college education, planning for your retirement, creating an estate plan, acquiring or selling a business, moving cash into the stock market, or trying to reduce your taxes, we can help. Our plans are designed to help you reach financial goals over the long term while staying within your risk-tolerance.
It’s a great feeling to know that you have done your best to safeguard and grow your wealth to provide for yourself and your loved ones. We invite you to work with us to achieve that confidence.
Our offices are conveniently located in Lexington, South Carolina. We serve clients in Columbia, West Columbia, Gilbert, St. Matthews, Charleston, Edisto Beach, Beaufort, Bluffton, Hilton Head, and throughout South and North Carolina. When you want investment planning with a personal touch, connect with us.
Instantly find what you are looking for with online access to your investment accounts, seven days a week.
We believe that the only way to truly help people is to be educated and informed. Carolina Wealth Management is committed to staying up to date with the daily movement of the market as well as focused on what the future movements may be.
We have to stay educated. Our team attends conferences, online and offline educational seminars and much more. We Invest In People. If we do these things, then our people will take care of you!
Without continual growth and progress, such words as improvement, achievement, and success have no meaning.
Rod Dooley, CPA, PFS is a seasoned financial advisor with over two decades of experience in public accounting and wealth management. Holding a Bachelor of Science in Accounting and Real Estate from the University of South Carolina (2006), he has dedicated his career to guiding affluent individuals, families, and business owners through the complexities of financial planning and wealth preservation.
Expertise and Services:
Holistic Wealth Management: Rod adopts a comprehensive approach, integrating investment strategies, tax optimization, estate planning, and risk management to align with each client's unique goals and values.
Tax-Efficient Strategies: Leveraging his CPA designation, Rod specializes in minimizing tax liabilities through advanced planning techniques, ensuring clients retain more of their wealth.
Family CFO Services: Acting as a personal Chief Financial Officer, he coordinates all aspects of his clients' financial lives, providing clarity and confidence in decision-making.
Legacy and Succession Planning: Rod assists in structuring intergenerational wealth transfers, establishing trusts, and creating philanthropic strategies that reflect clients' legacies.
Client-Centric Philosophy:
Rod's practice is built on trust, transparency, and personalized service. He believes in proactive communication and collaborates closely with a network of legal and financial professionals to deliver seamless solutions. By staying abreast of technological advancements and market trends, Rod ensures his clients benefit from innovative tools and strategies.
Credentials:
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
Bachelor of Science in Accounting and Real Estate, University of South Carolina
Connect with Rod:
Discover how Rod can serve as your trusted advisor and Family CFO, guiding you toward financial security and legacy preservation
