Company

At Carolinas Wealth Management, we understand that retirees and pre-retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that may help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.  Because many of our clients are retirees with similar concerns, we are in a good position to approach such challenges with experience and skill.

In addition to our three advisers, Sam Head, Wes Frierson, and David Monckton, CFP, we have a dedicated team of professionals on hand to address our clients needs.  Our support staff is made up of five individuals in the office, as well as attorneys and CPAs with whom we work closely.   

There is no question that retirement comes with its own unique set of challenges. At Carolinas Wealth Management, we strive to use our experience, skill, and thorough understanding of your needs to help you build a portfolio that has the highest likelihood of helping you face these challenges with success.