About CWM

Michael Midtvedt is a seasoned, objective professional

I am an independent Financial Adviser and Registered Principal with LPL Financial – headquartered in San Diego, Boson and Charlotte – and CEO of Charleston Wealth Management. I work closely with each client to define his or her family’s financial needs and objectives. By establishing a customized investment program for my clients, I am able to help them achieve their life goals.

Charleston Wealth Management’s competitive advantage and success stems from three primary factors: my industry experience, CWM’s affiliation with LPL Financial and our sincere and objective focus on our clients.

Experience

For more than 14 years I have worked as a financial advisor to individual investors and business clients. In addition to partnering with LPL Financial to form my advisory service, I worked for a regional investment banking firm in the Washington, DC area and a Wall Street brokerage firm, Prudential Securities. My diverse industry experience has allowed me to help clients grow and protect their wealth. I carefully weigh the pros and cons of each investment strategy, and take into account the risk and rewards of each investment decision.

Affiliation with LPL Financial

CWM’s affiliation with LPL Financial has been an integral part of our business and best serves our clients’ needs. LPL’s business model bridges the gap between the large Wall Street firms and the regional independent Registered Investment Advisory (RIA) firms.

LPL Financial provides an extensive array of wealth management services and resources without the proprietary product or investment banking conflict of interests often found with other financial organizations. Clients can have the confidence in knowing their accounts are maintained by a large national financial services firm with strict regulatory controls and daily compliance oversight of their Financial Advisers practices.

Client Focus

At Charleston Wealth Management, we work for our clients on an ongoing, long-term basis. Our securities licenses and client service focus enables each client the choice of establishing a traditional brokerage account and/or selecting a fee-based advisory relationship. CWM’s job is to get to know you and understand your needs and preferences so that we may work diligently to help you accomplish your financial goals.

If you would like any further information about any areas of investing, please feel free to contact me directly. In the meantime, you can learn more about me on my blog.