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.

For now, and later. Your HSA can do more than you might think.
06/25/2026

For now, and later. Your HSA can do more than you might think.

It’s called a health savings account, but it can also be part of your retirement planning. Check out some HSA perks you might not know about: https://go.fidelity.com/PTiJlp

It's ALL about creating the life you want!
06/22/2026

It's ALL about creating the life you want!

Happy Father’s Day!
06/21/2026

Happy Father’s Day!

06/19/2026

Happy Friday!

Multitasking to the max. 😎
06/17/2026

Multitasking to the max. 😎

It’s called a health savings account, but it can also be part of your retirement planning. Check out some HSA perks you might not know about: https://go.fidelity.com/PTiJlp

Commitment to a plan is essential.
06/15/2026

Commitment to a plan is essential.

Let's build your financial future - together. Contact us today.
06/12/2026

Let's build your financial future - together. Contact us today.

Timing is everything! 🕰️
06/09/2026

Timing is everything! 🕰️

Happy Monday! Let’s get to work.
06/08/2026

Happy Monday! Let’s get to work.

Address

4100 Charlotte Highway
Lake Wylie, SC
29710

Website

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