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Investment Services

Investment Services Available

CB&T Wealth Management is a relationship oriented investments firm with a dedicated team of finance professionals. Our goal is to generate wealth for and with our clients, and provide economic surety to those who need it. We have a wide variety of investment options to help you. Contact the Wealth Management team today to discuss your investing options.  

Our Investment Products Include:

  • 12,000+ Mutual Funds
  • Variable and Fixed Annuities
  • Equities
  • Municipal Bonds
  • Corporate Bonds
  • Alternative Investments
  • Structured Products
  • Certificates of Deposit
  • 529 Plans
  • Real Estate Investment Trusts
  • Access to over 75 different Insurance Companies.
Contact Us

Retirement Planning

Business

Plans that allow the Employer and Employee to contribute Pre-tax dollars into their Retirement accounts. These plans also allow the Employer to reduce tax bills by making matching contributions to the Employees’ accounts with products including:
  • 401(k) Plans
  • SIMPLE Plans
  • SEP IRA Plans

Personal

Individuals can set aside money for their retirement years using products that include Traditional IRAs and Roth IRAs. These plans allow for tax deferred growth and some allow for tax free withdrawal.

Wealth Transfer Strategies

Strategies include fiduciary and management services in designing of a transfer plan for the assets of one person to another person(s) or entities. Thus, providing assurance that final wishes are met, and that the most tax advantageous and succinct path is utilized. Available Services:
  • Estate Planning
  • Transfer on Death Accounts
  • Business Succession Planning
  • Charitable Planning
  • Asset Movement Strategies 
 
 
Contact Us:
Contact Us
Phone: (843) 398-2873
Fax: (843) 664-0578
185 W. Evans St.  Florence, SC 29501


There is NO FEE for the initial consultation, where you decide whether our customized approach to your personal financial goals fits your needs.

Securities and Advisory Services offered through Cantella & Co., Inc., member FINRA/SIPC. Carolina Bank is not affiliated with Cantella & Co., Inc. Cantella & Co., Inc.'s registered representatives may only conduct business with residents of the states for which they are properly registered. The services offered are not insured by FDIC, and other government agency, or any other bank insurance, are not deposits or obligations of the bank and are subject to risk, including the possible loss of principal. Registered to conduct securities business in the following states; SC, NC, FL, GA, MD, VA, TX, NY, TN.
 
*Securities are not FDIC insured, obligations of or guaranteed by Carolina Bank and involve risk, including loss of principal.
 
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Personal Insurance Solutions

We believe that having the right insurance can be a vital part to your overall financial plan. We offer a wide variety of products to fit your needs, through some of the most trusted insurance carriers in the industry.

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