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Our Services

Carolina Wealth Strategies offers comprehensive financial planning services to individuals and businesses in all areas of financial strategies, including:

  • Investment Planning and Management
    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate mix of investments to help you reach your goals.
  • Retirement planning
    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
  • Tax efficient investing
    Looking for ways to help reduce your current and future tax burden and also working with your tax advisors to coordiate your tax planning.
  • Estate planning
    Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Helping reduce exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
  • Risk management
    Reviewing existing insurance policies and employer provided benefits. Recommending policy changes when appropriate. Finding the right policies for your situation. Please note that Carolina Wealth Strategies does not sell insurance products.
  • Education funding
    Recommending investment and accumulation strategies to help you pay for your children's and grandchildren's education.
  • Employee and executive benefits
    Helping your business attract and retain qualified employees through benefit packages such as retirement plans and deferred compensation arrangements.