Wealth Planning

wealth management services and expertise

As a wealth management firm, CWM is committed to developing a long-term relationship with our clients. Building a solid foundation of mutual trust is imperative to our success so we devote ample time to get to know each of our clients on a personal basis. Once an in-depth understanding of their unique situation and needs is obtained, we begin the wealth planning process.

Wealth Management Services

CWM is your local, independent consultant – located in Charleston, SC – who will work with you every day, while leveraging resources provided by LPL’s team of wealth management specialists. You will be granted special access to financial experts though this collaboration, delivering:

• Trust and Estate planning services – Learn More (pdf)
• Retirement planning
• Intergenerational planning
• Wealth transfer
• Charitable giving
• Business succession planning
• Insurance planning
• Investment Portfolio Risk management

Planning Coordination

CWM embraces a team approach to providing comprehensive wealth management solutions to high-net-worth individuals, nonprofits and institutions.

The components of Wealth Management incorporate many disciplines and specialties including financial planning, investment management services, tax planning, estate planning, risk management, charitable giving and many more.

Our role in the process is best described as a client advocate. Serving as the primary relationship manager, we coordinate the process of working with tax, legal and insurance specialists and devote much of our daily activities to overseeing the vital components of implementing your plan and managing your investment portfolios.