For more than two decades, Carolina's Wealth Management Group, Inc. has been dedicated to providing personalized, top-quality insurance policies that offer peace of mind. As your locally owned, family-run insurance agency in Greenville and Duncan, SC, we take pride in delivering tailored coverage to match your specific needs. Whether you need customized home, auto, life, commercial business insurance, or any combination, we have you covered. We even offer financial planning to help you make sure you are prepared for the future.
As a local independent insurance provider, we partner with multiple carriers, allowing us to provide a wide array of coverage options. Our expert agents will carefully assess your situation and develop a tailored plan that will secure what matters most to you. Reach out to Carolinas Wealth Management Group, Inc. for a free quote.
Newsletters
-
HOT TOPIC: Soft Landing or Delayed Recession?
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
-
How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
-
Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
-
Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.