Investment Portfolio Services

Investment Services Tailored to Your Goals

At Holt Financial Group- A Subsidiary of Carolinas Wealth Management Group Inc, we understand that planning for the future is crucial. Serving Duncan, Spartanburg, Greer, and Greenville, SC, our investment services are designed to protect your assets and help them grow. Our services include:

• Different account types
• Varying investment options
• Portfolio services

We provide personalized support for every client, so contact us now. We'll help you find the right investment options for your future growth.

Our Account Types

Investing is a key component of financial planning. Our team is here to help you navigate the complexities of investing, ensuring your assets are protected and grow over time. We work with the following accounts:

• Individual and joint accounts
• Traditional and Roth IRAs
• 401(k) rollovers
• Trust accounts
• 529 college savings
• Custodial accounts (UGMA and UTMA)
• Health savings accounts (HSAs)

Contact us for a consultation on how our investment services can meet your needs. We'll find the right accounts for your personal goals.

Our Investment Options

The key to your personal wealth is to make the right investments. We work with a variety of investment options to meet a wide range of needs. This includes:

• Mutual funds
• Exchange-traded funds (ETFs)
• Individual stocks
• Bonds and fixed-income
• Money market funds
• Certificates of deposit
• Alternative investments
• ESG and sustainable funds

Which option is right for you? Let's talk about it. Contact our team now.

Explore Our Portfolio Services

The quality of your portfolio matters. We'll make sure you have the right investments across the portfolio to support long-term growth. Our portfolio services include:

• Custom portfolio design
• Regular rebalancing
• Tax-loss harvesting
• Asset allocation strategies
• Risk tolerance assessment
• Performance reporting
• Dividend reinvestment
• Dollar-cost averaging

We'll go over the options and help you build a portfolio to support your needs. Get in touch with us now!

Your Local Financial Experts

Choosing us means partnering with a team dedicated to your financial success. Our local and family-owned business has been serving the community since 2003, offering personalized service and a wealth of experience. Consider the reasons why we're the best:

• Free quotes
• Dedicated customer service
• Virtual consultations
• Personalized relationship with every client
• Tailored coverage to match your specific needs
• Partnered with multiple carriers
• Over 100 years of combined industry experience
• Locally and family-owned

Contact us to benefit from our expertise and dedicated service.

Contact Us for Investment Services

Take the next step in securing your financial future. Reach out to us at Holt Financial Group- A Subsidiary of Carolinas Wealth Management Group to discuss how our investment services can be tailored to your needs. Our experienced team is here to provide the guidance and support you need.