Businesses & Nonprofits
solid financial planning and wealth management services
Every-day business owners and nonprofit professionals are faced with the constant challenge of providing competitive benefits to attract and retain talented employees, while being asked to demonstrate more and more financial performance and transparency. Where are you allocating your most precious dollars? Are employees receiving competitive benefits at a fair price? Is your board asking tough questions about your investments?
Whether you are sponsoring an employee retirement plan, or directing the management of foundation assets, owners, board members and executives are subjected to never ending changes in ERISA regulations and fiduciary liability. You are required to have a formalized periodic review process and document steps taken to ensure compliance. This is where an experienced Financial Advisor can help. At Charleston Wealth Management we can assist you with developing an Investment Policy Statement (IPS), assist with fiduciary compliance procedures and provide third-party due-diligence of vendors and money managers.
Learn more about CWM services and products designed specifically to help you meet your financial goals.
