Wealth Management in Charleston, SC

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List of Firms

Charleston, SC Wealth Management Firms

SEC File# 801-107090
CRD# 137536
Location 4 N Atlantic Wharf # 200, Charleston, SC 29401, USA
Phone (843) 722-3331
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Kinwell Financial
Location 95 Cannon St, Charleston, SC 29403, USA
Phone (843) 308-1639
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Frank C. Ford, III & Julia M. Dotterer - Morgan Stanley
Location 200 Meeting St Suite 402, Charleston, SC 29401, USA
Phone (843) 727-7792
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Carina Wealth Management
Location 260 Seven Farms Drive, Charleston, SC 29492, USA
Phone (877) 300-9991
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G.R.I.G Wealth Management.
Location 4000 Faber Pl Dr, North Charleston, SC 29405, USA
Phone (843) 277-0829
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Premier Wealth Partners, LLC
Location 295 Seven Farms Drive #201, Charleston, SC 29492, USA
Phone (843) 501-2778
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SEC File# 801-120128
CRD# 161316
5 out of 5
Location 126 Seven Farms Drive Suite 160, Charleston, SC 29492, USA
Phone (843) 284-0798
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Coastal Financial Planning Group
SEC File# 801-80344
CRD# 169329
5 out of 5
Location 78 Ashley Point Dr Ste #201, Charleston, SC 29407, USA
Phone (843) 735-5065
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SEC File# 801-115264
CRD# 172788
Location 210 Coming St C, Charleston, SC 29403, USA
Phone (843) 573-7277
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Northwestern Mutual
5 out of 5
Location 525 E Bay St Ste 201, Charleston, SC 29403, USA
Phone (843) 459-3096
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Harbour Corporate and Private Wealth Management Group
Location 126 Seven Farms Drive Ste 150, Charleston, SC 29492, USA
Phone (843) 377-8448
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Nicholson Wealth Management Group
Location 8 N Adgers Wharf, Charleston, SC 29401, USA
Phone (843) 790-2625
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Charles Burdette - TIAA Wealth Management Advisor
SEC File# 801-63550
CRD# 20472
Location 170 Meeting St Suite 200, Charleston, SC 29401, USA
Phone (877) 535-3910
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Blue Granite Capital LLC
Location 215 E Bay St #202c, Charleston, SC 29401, USA
Phone (843) 722-7330
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Rachel S. Parker
Location 152 E Bay St, Charleston, SC 29401, USA
Phone (843) 329-1350
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Kingsview Asset Management
5 out of 5
Location 147 Wappoo Creek Dr #602, Charleston, SC 29412, USA
Phone (843) 872-9005
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Scott Cracraft - Raymond James
5 out of 5
Location 360 Concord St, Charleston, SC 29401, USA
Phone (843) 720-3500
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Sherman Financial & Wealth Management
Location 186 Seven Farms Drive, Charleston, SC 29492, USA
Phone (843) 584-7525
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SEC File# 801-10418
CRD# 705
5 out of 5
Location 360 Concord St #210, Charleston, SC 29403, USA
Phone (843) 720-3500
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Kaizen Wealth Management, LLC
5 out of 5
Location 41 State St, Charleston, SC 29401, USA
Phone (212) 362-3250
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Nicholson Wealth Management Group Wells Fargo Advisors Financial Network
5 out of 5
Location 8 N Adgers Wharf, Charleston, SC 29401, USA
Phone (843) 790-2625
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Gillen Wealth Management, LLC
5 out of 5
Location 125 Wappoo Creek Dr, Charleston, SC 29412, USA
Phone (843) 297-8835
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Millenium Private Wealth
4 out of 5
Location 225 Seven Farms Drive Suite 300, Charleston, SC 29492, USA
Phone (843) 471-2630
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Palmetto Coast Wealth Management
Location 3520 W Montague Ave #204, North Charleston, SC 29418, USA
Phone (843) 647-7270
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Objectivity Squared
SEC File# 801-74191
CRD# 160399
Location 701 E Bay St, Charleston, SC 29403, USA
Phone (843) 212-2805
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Crawford Sullivan Clarke Group - Morgan Stanley
Location 200 Meeting St Suite 402, Charleston, SC 29401, USA
Phone (843) 727-7761
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Church Street Financial Management, LLC
Location 171 Church St #330, Charleston, SC 29401, USA
Phone (843) 619-7702
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The Dolan Group - Morgan Stanley
Location 200 Meeting St Suite 402, Charleston, SC 29401, USA
Phone (212) 893-7660
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Baird Private Wealth Management
3 out of 5
Location 25 Calhoun St Suite 200, Charleston, SC 29401, USA
Phone (866) 792-7271
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SEC File# 801-112350
CRD# 291902
Location 2 Wharfside St Unit 2-0, Charleston, SC 29401, USA
Phone (843) 579-0018
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Hines Wealth Management, LLC
Location 125 Wappoo Creek Dr Bldg. E Ste. 101A, Charleston, SC 29412, USA
Phone (888) 674-6777
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Todd Confarotta - Kingsview Asset Management
SEC File# 801-79198
CRD# 148107
5 out of 5
Location 147 Wappoo Creek Dr #602, Charleston, SC 29412, USA
Phone (843) 628-1120
Time Monday: Open 24 hours Tuesday: Open 24 hours Wednesday: Open 24 hours Thursday: Open 24 hours Friday: Open 24 hours Saturday: Open 24 hours Sunday: Open 24 hours
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SEC File# 801-112588
CRD# 107665
5 out of 5
Location 211 King St #106, Charleston, SC 29401, USA
Phone (843) 342-3044
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Wells Fargo Advisors
5 out of 5
Location 200 Meeting St Suite 302, Charleston, SC 29401, USA
Phone (843) 727-2600
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SEC File# 801-57846
CRD# 109392
Location 145 King St STE 400, Charleston, SC 29401, USA
Phone (843) 720-3413
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-83169
CRD# 129738
Location 997 Morrison Dr Suite 401, Charleston, SC 29403, USA
Phone (843) 723-2994
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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SEC File# 801-110527
CRD# 111594
Location 104 Church St, Charleston, SC 29401, USA
Phone (843) 577-2463
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David Rodenberg - Raymond James
5 out of 5
Location 360 Concord St, Charleston, SC 29401, USA
Phone (843) 720-3500
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Commonwealth Financial Group Inc
SEC File# 801-45152
CRD# 15296
4 out of 5
Location 225 Seven Farms Drive, Charleston, SC 29492, USA
Phone (843) 884-4545
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Big Rock Wealth Management
Location 7908, 44 Markfield Dr suite g, Charleston, SC 29407, USA
Phone (843) 573-7965
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DHG Wealth Advisors
5 out of 5
Location 525 E Bay St #101, Charleston, SC 29403, USA
Phone (843) 727-3208
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Lighthouse Wealth Advisors of Charleston
5 out of 5
Location 1032 Savannah Hwy, Charleston, SC 29407, USA
Phone (843) 277-8264
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TIAA Financial Services
Location 170 Meeting St Suite 200, Charleston, SC 29401, USA
Phone (877) 535-3910
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SEC File# 801-120995
CRD# 294673
Location 56 Broad St, Charleston, SC 29401, USA
Phone (843) 598-1665
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Morgan Stanley Financial Advisors
Location 200 Meeting St Suite 402, Charleston, SC 29401, USA
Phone (843) 727-7700
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Wealth Management in Charleston, SC

Where Wealth Management Advisors in Charleston, SC Serve

Charleston, SC is a historic city located in the southeastern region of the United States. It boasts a plethora of landmarks, including the iconic Rainbow Row, the historic City Market, and the stunning Arthur Ravenel Jr. Bridge. The city is also home to top employers such as Boeing, the Medical University of South Carolina, and the Charleston County School District. Major highways and streets include I-26, I-526, and King Street, which is known for its trendy shops and restaurants. Charleston is divided into several neighborhoods, each with its own unique charm and character. These include the historic French Quarter, the bustling Upper King District, and the tranquil South of Broad area. With its rich history, beautiful architecture, and vibrant culture, Charleston is a must-visit destination for anyone looking to experience the best of the South.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Charleston, SC can be helped by a bank in various ways. For example, banks can provide financial assistance to people who are looking to purchase a home in the historic district of Charleston. This area is known for its beautiful architecture and rich history, but the homes can be quite expensive. Banks can offer mortgages with competitive interest rates and flexible repayment terms to help residents achieve their dream of owning a home in this unique neighborhood. Additionally, banks can provide loans to small business owners who are looking to start or expand their businesses in Charleston. With its thriving tourism industry and growing tech sector, Charleston is a great place to start a business, but it can be challenging to secure funding. Banks can provide the necessary capital to help entrepreneurs succeed and contribute to the local economy. Overall, banks play a crucial role in supporting the financial well-being of Charleston residents and helping them achieve their goals.

Insurance Broker

Residents of Charleston, SC could benefit greatly from the expertise of an insurance broker. With the city's location on the coast, there are particular risks associated with hurricanes and flooding that require specialized coverage. An insurance broker could help residents understand their options for flood insurance, which is not always included in standard homeowner's policies. Additionally, with Charleston's growing population and booming real estate market, an insurance broker could assist in finding the best rates for homeowner's insurance, which can vary greatly depending on the location and age of the home. Furthermore, with the city's vibrant tourism industry, business owners may require unique insurance coverage for their establishments. An insurance broker could provide guidance on the necessary policies for protecting their business and employees. Overall, an insurance broker can provide valuable assistance to Charleston residents in navigating the complex world of insurance and ensuring they have the coverage they need for their unique circumstances.

Retirement Planning

Residents of Charleston, SC can greatly benefit from the services of a retirement planner. With its rich history and coastal charm, Charleston is a popular retirement destination for many. A retirement planner can assist residents in creating a comprehensive financial plan that takes into account the unique cost of living in Charleston, which is higher than the national average. Additionally, a retirement planner can help residents navigate the complexities of Social Security benefits and Medicare, which can be especially challenging in a state like South Carolina that has its own Medicaid program. By working with a retirement planner, Charleston residents can ensure that they have a solid financial plan in place that allows them to enjoy all that this vibrant city has to offer in their golden years.

Financial Advisor

Residents of Charleston, SC could benefit from the expertise of a financial advisor in a variety of ways. Given the city's coastal location and susceptibility to natural disasters, a financial advisor could help residents prepare for unexpected expenses related to hurricane damage or flooding. Additionally, with Charleston's thriving tourism industry, a financial advisor could assist residents in maximizing their income potential through short-term rentals or vacation property investments. The advisor could also provide guidance on retirement planning, given the city's aging population and the need to ensure financial stability in later years. Furthermore, with Charleston's rich history and cultural offerings, a financial advisor could help residents navigate the complexities of estate planning and inheritance, ensuring that their assets are protected and distributed according to their wishes. Overall, the expertise of a financial advisor could provide invaluable assistance to residents of Charleston, SC in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Charleston, SC can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, whether they're looking to purchase a historic property in the city's downtown district or a beachfront retreat on one of the area's stunning barrier islands. With Charleston's booming real estate market, navigating the complexities of securing a mortgage can be a daunting task. However, a knowledgeable mortgage loan officer can guide residents through the process, helping them find the best rates and terms for their unique financial situation. Additionally, with Charleston's susceptibility to hurricanes and flooding, mortgage loan officers can help residents secure financing for home repairs and renovations to protect their homes from future natural disasters.

Tax Services

Charleston, SC residents can greatly benefit from the services of a tax advisor. One specific way a tax advisor can help is by navigating the complex tax laws surrounding the city's booming tourism industry. With Charleston being a top tourist destination, many residents may own rental properties or work in the hospitality industry, both of which have unique tax implications. A tax advisor can assist in maximizing deductions and credits, as well as ensuring compliance with local and state tax laws. Additionally, Charleston is home to many small business owners who may require guidance on tax planning and structuring. A tax advisor can provide valuable insight on entity selection and tax strategies to minimize liability and maximize profits. Overall, a tax advisor can provide invaluable assistance to Charleston residents in navigating the intricate tax landscape of the city, allowing them to focus on their businesses and personal lives.

Estate Planning Lawyer

Residents of Charleston, SC can greatly benefit from the services of an estate planning lawyer. These professionals specialize in creating legal documents that ensure a person's assets are distributed according to their wishes after they pass away. In Charleston, where the tourism industry is a major contributor to the local economy, many residents may have unique assets that require special attention in their estate planning. For example, a homeowner who rents out their property on Airbnb may need to include provisions in their will or trust to ensure that their rental income continues to benefit their loved ones after they are gone. Additionally, a business owner in Charleston may need help creating a succession plan to ensure that their company continues to thrive after they retire or pass away. An estate planning lawyer can also assist with minimizing taxes and avoiding probate, which can be particularly important for high-net-worth individuals in Charleston. Overall, working with an estate planning lawyer can provide peace of mind and ensure that a person's assets are protected for future generations.

Charleston, SC Financial Resources

Charleston, SC Chamber of Commerce

https://www.charlestonchamber.org/

Charleston, SC City Hall

https://www.charleston-sc.gov/

Charleston, SC Public Library

https://www.ccpl.org/

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