Wealth management takes many forms. The key is always planning wisely for the future. With Carolina Wealth Management, you have comprehensive financial planning and management services for every stage of life. Our services include:
Planning in advance for college or other educational expenses offers significant tax advantages. We create a plan that is the best fit for your family’s needs, which may include 529 College Savings Plan or Coverdell Education Savings Account.
Our strategic, disciplined approach to retirement planning will help you enjoy the years you’ve dreamed about. Our expertise in IRAs — including SEPs and SIMPLE IRAs — 401(k) plans, and pension and profit sharing plans empower us to guide you to achieving your goals.
A comprehensive estate plan gives you peace of mind. We have expertise in all aspects of trusts and estates, including business ownership succession planning, charitable remainder trusts, and insurance needs analyses.
In addition to being licensed financial advisors, Keith Dooley and Rod Dooley are Certified Public Accountants and Personal Financial Specialist. We provide tax planning and accounting services for individuals, families, and businesses. We can help to resolve IRS and state tax issues. We also provide business advisory services through our affiliate CPA firm, Dooley and Company, LLC. In addition, our expert knowledge of taxation provides a firm basis for
all the planning that we do, including education, retirement, and estate planning.
Contact Us for All Your Wealth Planning Needs
Carolina Wealth Management is conveniently located in Lexington, South Carolina. We serve clients throughout the Carolinas, including Columbia, West Columbia, Gilbert, St. Matthews, Charleston, Edisto Beach, Beaufort, Bluffton, and Hilton Head. Give us a call. We would be glad to discuss how we can help you plan for a secure and prosperous future.