Working with CWM
setting a higher standard
With Charleston Wealth Management, you will receive unbiased, objective advice and financial guidance. Our goal is to give you peace of mind as you have an experienced, knowledgeable professional working on your behalf daily. And our direct affiliation with LPL Financial provides our clients with the highest standard and level of account protection and quality support services. As our client, you will always know exactly what you have with direct online access to your account. And the best part is, there are no hidden fees.
Our Charleston-based financial team consists of successful and accomplished financial industry veterans who comprise one of the largest and most experienced research groups among independent brokerage firms. LPL Financial has risen to prominence driven by a commitment to independence and excellence.
As a client of CWM, you receive the four key principles that support a successful working relationship:
- Solid, unbiased advice
- Meaningful, timely information and research
- Easy access to value-added investments and services
- Unparalleled client service
Learn more about our financial services and your Charleston-area representative, Michael Midtvedt.
