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Carolinas Wealth Management Group, Inc.

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3 Caledon Court - Suite C
Greenville, SC 29615
864-242-3637 Office
864-233-4848 Fax


  • E-mail address: For non-securities: wholt@cwmg.net
  • E-mail address: For securities: wholt@securitiesmail.com
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  • 40% of U.S. workers have saved less than $25,000 for retirement.* -- *2019 Retirement Confidence Survey, EBRI
  • Only 42% of Americans know how much money to save for retirement.* -- *2019 Retirement Confidence Survey EBRI
  • 43% of retirees left the workforce earlier than planned.* -- *2019 Retirement Confidence Survey EBRI
Printed from: www.cwmg.net

Contact Us

3 Caledon Court - Suite C
Greenville, SC 29615
864-242-3637 Office
864-233-4848 Fax


  • E-mail address: For non-securities: wholt@cwmg.net
  • E-mail address: For securities: wholt@securitiesmail.com

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*Securities and advisory services offered through representatives of Lincoln Financial Securities Corporation, Member SIPC to residents of SC and NC.  Lincoln Financial Securities and its representatives do not offer tax or legal advice.  Individuals should consult their tax or legal professional regarding their specific circumstances.  LFS-1435552-030416

Carolinas Wealth Management Group, Inc. and Lincoln Financial Securities are not affiliated.

Not all registered representatives with our firm are able to offer advisory services.

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here

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