CMC Wealth Management, LLC

CMC Wealth Management, LLC is a financial planner in Lexington, SC. The firm is an independent Registered Investment Advisory (RIA) that specializes in retirement planning, divorce financial planning, portfolio risk management, insurance advice, and estate planning. Founder Charles M. (Chuck) Crouch, Jr. established the firm in 2019. He holds a Certified Financial Planner™ designation earned in 2007 and an MBA from the University of SC. The firm’s investment philosophy emphasizes downside risk management to protect gains while participating in market growth. Strategies aim to remove emotions from investment decisions to reduce stress. Estate planning services include personal trusts, foundations, and multi-generational wealth transfer techniques. The firm assists with defining philanthropic mission statements and charitable goals. For divorce financial planning, experts advise on asset valuation and navigating the process. While the firm does not sell insurance products or represent insurance companies, it advises clients on health, life, property, and umbrella coverage to fit into overall financial plans. CMC Wealth Management, LLC holds a 5.00 rating based on 1 review.

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Services:

• Divorce Financial Planning
• Estate Planning & Wealth Transfer
• Investment Management & Strategy
• Portfolio Risk Management
• Retirement Planning