Whether you are a large or small investor you can select with us either a nationally known money management program or our own custom tailored plans but all will have a form of loss prevention included.Learn More
With so many issues to consider especially in regard to social security benefit choices, we will guide you to find ways for appropriate and relevant answers in order to provide and maintain the dollars you need to have the quality of life you want for all the years to come.Learn More
We’ll help you be sure your assets pass to exactly your wishes and at the lowest possible cost.Learn More
With almost 40 years of experience we always look to the best possible choices for managing these risks always avoiding any mediocrity.Learn More
Wealth Wise of the Carolinas
Specializes in providing wealth management advice to individuals and small business owners in the area. With more than 30 years in financial services, our innovation and experience combine to provide you high quality advice in financial planning and the management of personal financial issues.
- An advanced and unique method of determining the successful dependence on your retirement income.
- An expertise in current Social Security Planning so the choices you may one day make will be the right ones.
And… with a wide range of life and health Insurance experience, we can find the best way to manage any potential risks you might face beyond your control.
Everyone, no matter what their wealth or income might be, should measure their planning or, even lack of planning, to our tools if only as a frame of reference or, more importantly, to discover financial issues you might not be even aware of. We certainly hope that we can be of some assistance for you to achieve either more control of these issues or better yet …financial independence... especially in retirement.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Apps that help small business owners better manage and grow their business.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Here’s a crash course on saving for college.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There’s an alarming difference between perception and reality for current and future retirees.
It's easy to let investments accumulate like old receipts in a junk drawer.
Making the most of surprises is a great reason to work with us.