FAQs
helping you build a strong financial foundation
The vast wealth of data instantly available through the Internet is truly making ours an information-based economy. And while many speculated that this information would simplify their lives, many more have found it is only making things more complicated.
When it comes to making financial decisions, the information you can find through Internet sites like this one is a great start, but is only half the picture. Many investors need a trusted, investment professional that will help them sort through the maze of available information and make informed, intelligent choices.
That is what I do for my clients. And it is what I can do for you. If you would like any further information about these topics, or other areas of investing, please do not hesitate to call or email me.
Who do you serve?
Our clients range from individuals and families to business professionals — all with diverse backgrounds, experiences and investment objectives. All are genuinely wonderful people to know and a pleasure to work for. Typically, our more affluent clients come to us from another firm, because they desire to receive a higher level of personalized service from an objective, seasoned professional. With us, there are no contractual obligations or upfront fees. Each day we continue to earn our keep and prove our value to you — or we would otherwise jeopardize loosing you — so we work hard to ensure that our relationships last a lifetime and span generations.
Why should I do business with Charleston Wealth Management (CWM)?
The financial services industry is extremely fragmented. Narrowing down the list of which firm and what type advisor to work with can be a frustrating and confusing process. Furthermore, your decision may have significant implications on your financial welfare. At CWM, our practice is designed to offer a high level of personalized client services. While we are interested in working with new clients, we are careful to ensure from the outset that the relationship would be mutually beneficial.
Serving in a fiduciary capacity for our clients — when managing what is often their life savings — is a tremendous responsibility. Our success of maintaining long-standing client relations is attributed to sound business practices and a concerted effort to cultivate trust-based relationships with our clients. Our affiliation with LPL Financial has helped greatly in that regard. LPL provides clients with a comprehensive offering of world-class financial services as one of the largest and most financially sound firms in the nation. Additionally, LPL provides us with excellent practice management support and compliance oversight. These measures have been critical to protecting our superior business reputation and blemished-free regulatory record.
How would this relationship work? What can I expect?
CWM clients receive highly personalized and attentive service, consistent with what one would expect from a premier wealth management boutique. We serve as a second set of eyes to watch out for your best interest, and are on-call for you to assist with your various wealth planning needs. I will personally serve as your private wealth manager, overseeing your investment portfolio on an ongoing basis, and coordinating planning activities with other professionals and specialist within LPL Financial.
Having endured two bear markets in the past decade, we are diligent in monitoring changes in economic and financial market conditions. Our client’s investments are reevaluated regularly. Since there are no commissions or sales charges associated with our advisory programs, we assume a proactive approach to managing market risk when appropriate. We feel it is important to reach out to clients, on a regular basis, to answer questions and confirm that their accounts are performing consistent with their unique objectives and comfort level, at any given time.
