Dooley and Company

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468 Old Cherokee Rd
Lexington, SC 29072
+1 (803) 359-3800
http://www.carolinawealthmanagement.com

Carolina Wealth Management, located in Lexington, SC, is a team of registered financial advisors, Certified Public Accountants, and Personal Financial Specialists dedicated to helping clients pursue their financial goals. Emphasizing client-centered relationships, they adhere to a strict fiduciary standard, prioritizing transparency and the client's best interests. By gaining a deep understanding of each client's risk tolerance and goals, they tailor comprehensive financial plans for long-term wealth creation.

Specializing in planning for all stages of life, Carolina Wealth Management offers services ranging from saving for college education to retirement planning, estate planning, and more. Their goal is to help clients reach financial objectives while staying within their risk-tolerance levels. With a focus on personalized service and portfolio management, they ensure clear communication and guidance to help clients navigate financial decisions with confidence.

Committed to educating themselves continuously, the team at Carolina Wealth Management stays informed about market movements and future trends through conferences, seminars, and other educational avenues. By investing in people and staying up-to-date with industry developments, they aim to provide clients with the best possible financial guidance and support.

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United States›South Carolina›Lexington›Dooley and Company

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