Catawba River Capital

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.

Planning for this milestone can be daunting AND rewarding. Are you ready? Let’s get started.
06/03/2026

Planning for this milestone can be daunting AND rewarding. Are you ready? Let’s get started.

New week, new month. Let’s get to work.
06/01/2026

New week, new month. Let’s get to work.

06/01/2026

What future are you shaping?

05/27/2026

What’s in your budget?

Today, we remember and honor all of our fallen heroes. We hope everyone has a safe Memorial Day! 🇺🇸
05/25/2026

Today, we remember and honor all of our fallen heroes. We hope everyone has a safe Memorial Day! 🇺🇸

How are you caring for your future self?
05/22/2026

How are you caring for your future self?

We were thrilled to join the Knights of Columbus Classic this past weekend! Fantastic weather and an even better cause!
05/21/2026

We were thrilled to join the Knights of Columbus Classic this past weekend! Fantastic weather and an even better cause!

Two words: compound interest.
05/20/2026

Two words: compound interest.

Where are you working to be?
05/18/2026

Where are you working to be?

Address

4100 Charlotte Highway
Lake Wylie, SC
29710

Alerts

Be the first to know and let us send you an email when Catawba River Capital posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Catawba River Capital:

Share