Services & Products

a conservative approach to investment management

Charleston Wealth Management serves as an independent financial consultant for individuals and institutions. We assist with wealth planning, investment management and work in conjunction with other legal and tax advisors to manage your accounts appropriately. As your day-to-day financial manager, we provide safe and accountable oversight of your assets to ensure they are working in accordance with your wishes and personal wealth plan.

Our affiliation with LPL Financial provides clients with a high level of account safety and compliance oversight, and direct access to a team of industry veterans, specializing in all aspects of private wealth management and institutional financial services.

From financial planning and asset allocation consulting to annuities, insurance and tax and estate considerations, we are here to help you make solid decisions.