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

Website

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