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Planning, Protecting, and Shielding... For Your Financial Peace Of Mind

PLANNING FOR RETIREMENT TODAY IS DIFFERENT THAN IT USED TO BE!

 

Living longer has some serious advantages, but with Social Security benefits, personal investments, & pensions becoming less dependable— it is essential to take more control of your financial future.

Retirement Strategies

 

It is never too early to start planning for your retirement...

Social Security Exploration

 

For most people, exploring retirement income options starts with your Social Security benefits...

Legacy Planning Concepts

 

What you leave behind can be altered greatly by what you do when you are here...

ABOUT US

WEALTH MANAGEMENT of the CAROLINAS, prides itself on providing quality products and superior service to every client of the firm. Our primary focus is always to enhance and, ultimately, preserve both our client's wealth and their estates within each individual situation...

OUR SERVICES

Retirement Strategies +

 

Social Security Exploration +

 

Legacy Planning Concepts +

CONTACT US

1028 Lee-Ann Drive, Suite 220

Concord, NC 28025

 

Phone: 704.782.7233 Extension 3

Fax: 704.782.7309

Email: rodney@wealthmanagementcarolinas.com

JW Rodney Harris is an Investment Advisor Representative and Investment Advisory Services offered through WMC Capital Management, LLC. Insurance offered through Wealth Management of the Carolinas. Mitchell H. Beatty and P. Keith Riley are licensed insurance professionals. Chase Clontz is a licensed Property & Casualty insurance professional. Wealth Management of the Carolinas and WMC Capital Management are affiliated firms.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

 

Information provided is not intended as tax or legal advice, and should not be relied on as such.  You are encouraged to seek tax or legal advice from an independent professional.

 

Index or fixed annuities are not designed for short-term investments and may be subject to caps, restrictions, fees, and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims-paying ability of the issuer.

© 2024 Wealth Management Of The Carolinas, LLC. All Rights Reserved. 

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