Dooley and Company offers wealth management and financial services under our Carolina Wealth Management brand offered under a different umbrella for compliance reasons, but the same faces familiar with your personal situation are these to serve you.
You have worked extremely hard to accumulate your savings. Protecting those assets from changing tax law and rates and other factors require professional help.
We represent a broad range of clients from those that need assistance with 401(k) transfers from previous jobs to high wealth individuals, their families, and businesses. By integrating management of these assets in-house, we reduce the back and forth between tax professional and financial advisor. By doing so, we encompass the entire financial landscape in our management style. Our longstanding relationships with our clients give us a competitive advantage in knowing our clients’ needs compared to a provider who does not have that relationship.
Customized Planning
In addition to portfolio design and management, we offer family office and household management services such as managing bill payments, negotiating sale, lease and purchase of assets, timber management analysis, and financing.
We invite you to visit Carolina Wealth Management by clicking the link below.
