Carolinas Wealth Management has been focused on helping our clients achieve financial security, through a team approach since our founding in the 1990s.

                                                                  David Monckton, Wes Frierson and Sam Head                                                                                                                                                                                    

We offer in-depth knowledge of all areas required to implement optimal wealth management strategies. Our team of investment professionals, working with CPAs, as well as tax and estate planning attorneys, ensures that all areas of one’s wealth are properly managed and coordinated. As your trusted financial advisers, you will enjoy the confidence that comes from knowing we are working with you to help secure your financial future.

Since our inception, Carolinas Wealth Management has never lost sight of our core business values: a personalized approach, trusted advice and exceptional service. With offices conveniently located throughout South Carolina in Columbia, Greenville, Myrtle Beach, Seneca, and Charleston, we are easily accessible to meet our clients’ needs.