Catawba River Capital

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Catawba River Capital Private Wealth Management
Lake Wylie, SC ◊ Belmont, NC

We are fiduciaries.

Our advisors have met rigorous professional requirements to obtain Certified Financial Planner® and Certified Public Accountant designations.

10/16/2026

Are you getting the most out of your money?

10/14/2026

Are you getting the most out of your company's benefits? HSAs can be used to pay for out of pocket medical costs, saving you money. Ready to talk?

Make it a great week!
10/12/2026

Make it a great week!

We had a blast at the annual River Hills Lake Wylie Lions Golf Tournament! Great cause with some great people. ⛳️
10/11/2026

We had a blast at the annual River Hills Lake Wylie Lions Golf Tournament! Great cause with some great people. ⛳️

We are fiduciaries. Our team has many years of collective experience providing wealth management for individuals, their ...
10/09/2026

We are fiduciaries. Our team has many years of collective experience providing wealth management for individuals, their families, and their businesses. Our advisors have met rigorous professional requirements to obtain Certified Financial Planner® and Certified Public Accountant designations.

Our approach is simple yet profound: we aim to understand your unique situation before we advise. Understanding your individual needs and aspirations helps us craft tailored strategies that not only meet but exceed your financial expectations. Whether you are an established professional, a thriving entrepreneur, or approaching retirement, our team is equipped to illuminate your path to financial clarity and security.

Are you ready to get started?

It’s almost that time of year! Open enrollment is a time to reassess your plan, adjust special savings and consider chan...
10/07/2026

It’s almost that time of year! Open enrollment is a time to reassess your plan, adjust special savings and consider changes that maybe coming up. Start here; we can help you navigate any shifts.

10/02/2026

Whatever your future holds, you’ll never regret investing in it.

Are you making the most of your stock options? What happens to them if you change jobs? We can help get answers that wor...
09/30/2026

Are you making the most of your stock options? What happens to them if you change jobs? We can help get answers that work for you. Let’s get started.

Address

4100 Charlotte Highway
Lake Wylie, SC
29710

Website

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