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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.

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We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.

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Three Key Questions to Answer Before Taking Social Security

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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