Insurance and Financial Planning Services
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Call Carolinas Wealth Management Group, Inc.
(864) 242-3637
Secure Your Future with the Top Insurance and Financial Team
Life is unpredictable. Make sure you're always prepared with Holt Financial Group- A Subsidiary of Carolinas Wealth Management Group Inc. Our experienced team offers a range of insurance and financial services to help you protect your assets, build your wealth, and plan for the future.
We work hard to build a personal relationship with every client, and we'll tailor your coverage to match your specific needs. For insurance, we are partnered with multiple carriers, and we have numerous investment options for you to consider based on your needs and budget.

Get in touch with Holt Financial Group- A Subsidiary of Carolinas Wealth Management Group today. We offer dedicated customer service with free quotes!
Why Choose Holt Financial Group- A Subsidiary of Carolinas Wealth Management Group?
Choosing Holt Financial Group- A Subsidiary of Carolinas Wealth Management Group means opting for a team that genuinely cares about your financial well-being. As a local, family-owned business, we've served you since 2003, and we have over 100 years of combined industry experience.
For us, it's not about the products we sell. It's about the clients we serve. With our personalized support, we'll make sure your insurance coverage meets your needs and your financial planning is successful.
As you build your future, let us be there to help. Let us be your partner for insurance needs and financial planning. Contact our team now and get a free quote!
Experienced Team
Dedicated Customer Service
Tailored Coverage
Personalized Relationships
Local and Family-Owned
Free Quotes
Our Insurance and Financial Services
Auto Insurance
Protect your vehicle with our comprehensive auto insurance policies. We offer a variety of coverage options tailored to meet your specific needs, ensuring you are safeguarded against any unexpected events on the road. Our experienced agents will guide you through the process.
Homeowners Insurance
Your home is one of your most significant investments. Our homeowners insurance policies provide robust protection against risks such as fire, theft, and natural disasters. We work closely with you to customize coverage that fits your home and lifestyle, offering peace of mind.
Commercial Insurance
Safeguard your business with our comprehensive commercial insurance solutions. We offer a range of products designed to protect your assets, employees, and operations. Our tailored insurance policies help mitigate risks and ensure ongoing business continuity.
Safeguard your business with our comprehensive commercial insurance solutions. We offer a range of products designed to protect your assets, employees, and operations. Our tailored insurance policies help mitigate risks and ensure ongoing business continuity.
Umbrella Insurance
Enhance your existing coverage with our umbrella insurance policies. This additional layer of protection provides extra liability coverage beyond the limits of your standard insurance policies. It's an affordable way to safeguard your assets, offering peace of mind in uncertain times.
Life Insurance
Ensure your loved ones are financially secure with our life insurance options. We offer a variety of policies, including term life, whole life, and universal life insurance, tailored to meet your unique needs and goals. Our agents will help you navigate the choices and find the best solutions.
Health Insurance
Access quality healthcare without financial strain with our health insurance plans. We provide a range of options, including individual and family plans, that cover essential medical services, prescription drugs, and preventive care. Our team will help you find a plan that fits your needs.
Long-Term Care Insurance
Plan for the future with our long-term care insurance policies. These plans are designed to cover the costs of long-term services and support, including nursing home care, home health care, and personal or adult daycare. Our personal approach ensures you get the right coverage.
Plan for the future with our long-term care insurance policies. These plans are designed to cover the costs of long-term services and support, including nursing home care, home health care, and personal or adult daycare. Our personal approach ensures you get the right coverage.
Financial Planning Services
Achieve your financial goals with our expert financial planning services. We provide comprehensive planning that includes budgeting, saving, investing, and retirement planning. Our experienced advisors will work with you to create a customized plan that aligns with your financial objectives.
Investment Services
Investment Services
Grow your wealth with our tailored investment services. We offer personalized investment strategies designed to meet your financial goals and risk tolerance. Our team of experts provides ongoing support and advice, helping you make informed decisions and maximize your potential.
Grow your wealth with our tailored investment services. We offer personalized investment strategies designed to meet your financial goals and risk tolerance. Our team of experts provides ongoing support and advice, helping you make informed decisions and maximize your potential.
(864) 661-1422
Plan for Your Insurance Coverage
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Here's what our satisfied clients are saying...
At Holt Financial Group- A Subsidiary of Carolinas Wealth Management Group Inc, we take pride in providing exceptional insurance and financial services to our clients. We would be grateful if you could share your thoughts about our business with others. Your feedback helps us improve and helps others make informed decisions. Please take a moment to leave a review of Holt Financial Group- A Subsidiary of Carolinas Wealth Management Group Inc and let others know what you think.
Securities and registered investment advisory services offered through Silver Oak Securities, Inc (member of FINRA and SIPC). Silver Oak Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. Holt Financial Group- A Subsidiary of Carolinas Wealth Management Group Inc and Silver Oak Securities are not affiliated. Not all registered representatives with our firm are able to offer advisory services.
See the Silver Oak Securities form and customer relationship summary (CRS) for succinct information about the relationships and services Silver Oak Securities offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things.
Learn More About Holt Financial Group- A Subsidiary of Carolinas Wealth Management Group Inc
Serving Upstate South Carolina, with locations in Duncan, SC, and Greenville, SC. Holt Financial Group - A Subsidiary of Carolinas Wealth Management Group Inc specializes in home insurance, auto insurance, life insurance, financial planning, and retirement planning. Locally and family-owned. Free quotes. Multiple carrier options. Call us now.
Carolinas Wealth Management Group Inc
3 Caledon Court, Suite C
Greenville, SC 29615
(864) 242-3637
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Business Hours
- Mon - Thu
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- Friday
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- Sat - Sun
- Closed
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