Carolinas Wealth Management Group

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609 E Main St
Duncan, SC 29334
+1 (864) 242-3637
https://www.cwmg.net

Carolinas Wealth Management Group, Inc. is a financial planning firm based in Duncan, SC, with an affiliated office in Greenville. Led by President William H. Holt, CFP-, the firm offers a range of services including investment management, retirement planning, and insurance protection. With a team of experienced associates, Carolinas Wealth Management Group is dedicated to providing personalized financial solutions to help clients achieve their goals.

With over 20 years of experience in the industry, President William H. Holt, Jr. brings a wealth of knowledge to the firm. Alongside his team, which includes administrative assistant Tiffany Jones and associates Rick Crosby, Thomas Faircloth, Andy Farr, Steve Garrison, Chris Preisig, Christopher Ward, and Victor Singleton, Carolinas Wealth Management Group is committed to delivering exceptional service and guidance to individuals and families in the Carolinas region.

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