Carolinas Wealth Management Group

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.

Our Mission Statement

Carolina Wealth Management Group, Inc and its affiliates are committed to making a diligent effort to determine all of our client's circumstances that are relevant to their financial situation. We will seek to make best interest recommendations without bias or conflict of interest. We strive to provide comprehensive financial solutions that align with our clients' goals, values, and risk tolerance. Our mission is to empower individuals and families to achieve financial security and peace of mind through our expertise, personalized service, and strategic partnerships.

Our Services

We offer a wide range of services including insurance policies for home, auto, life, and commercial business, as well as financial planning to help you prepare for the future. Our expert agents will work with you to develop a tailored plan that suits your specific needs and goals. Whether you are looking to secure your family's future, protect your assets, or plan for retirement, we have the expertise and resources to help.

Our Qualifications

Our team of expert agents is dedicated to staying up-to-date with the latest financial trends and regulations. We have years of experience in the insurance and financial planning industry, ensuring that you receive the best possible advice and service. We are committed to ongoing education and professional development, ensuring that our knowledge and skills are always current and effective in meeting your needs.