At Carolina Wealth Management, our job is to help you achieve your financial goals. We are licensed financial advisors, Certified Public Accountants and Personal Financial Specialists. Our guidance helps 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 reach 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 reap 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 peace of mind.
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.
The AVERAGE personal savings rate in the United States is 5.5%
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 earned a Bachelor of Science in Accounting and Real Estate from the University of South Carolina in 2006. He has been in public accounting for more than 10 years providing professional services to various clients in a wide array of industries. His expertise lies in personal and business financial planning, wealth management and federal and state tax compliance. Rod also has extensive experience in governmental auditing and financial forensic engagements.