Who We Are
In 1983, Keith Dooley formed a CPA firm in downtown Columbia, South Carolina. From the start, the focus was to let the clients’ needs guide the firm’s growth. That soon proved to be a winning strategy. The firm prospered and grew, with an evolving client base that relied on the trusted advice they received.
In 1999, the firm took a big step forward and expanded their practice to offer financial services in addition to the accounting services it was known for. Both service offerings thrived. The financial services portion of the practice is known as Carolina Wealth Management, LLC. In 2004, Rod Dooley joined the management team.
STRATEGIC FINANCIAL ADVICE YOU CAN RELY ON
Keith Dooley and Rod Dooley are licensed financial advisors with a passion for providing personalized service. Carolina Wealth Management strategically limits the number of clients it serves in order to give each client the full attention necessary to manage their wealth. Keith and Rod are ably assisted by an administrative support team, strategic alliances with other professionals, and their broker-dealer, Cetera Advisor Networks. Both are licensed Certified Public Accountants and Personal Financial Specialists. Both designations require strict annual continuing education to ensure their skillsets remain cutting edge.
A CLIENT-CENTERED PHILOSOPHY
The entire team at Carolina Wealth Management follows a client-centered set of guiding principles:
- They seek to know their clients, including their goals, hobbies, affiliations, children, grandchildren and anything else that will help guide the best wealth management strategy for their clients’ individual needs.
- They hold themselves to a high fiduciary standard, with clients’ interests as the sole driver of strategy.
- They are transparent with clients to build foundations of trust.
- They believe that all clients, no matter the value of their investments, deserve expert financial advice.
If you could benefit from expert, personalized financial advice, contact Carolina Wealth Management today.
MEET OUR TEAM
Rod K. Dooley
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.
Keith received his accounting degree from the University of South Carolina. He is a Certified Public Accountant and is also accredited as a Personal Financial
Specialist. He is also a principal with Dooley and Company, LLC accounting firm. His affiliation with both firms allows for seamless financial planning
and management for high net worth clients.