Wealth Manager & Director of Retirement Plans at Family Asset Management - Charleston, SC, US
Family Asset Management is an advisory-owned independent Registered Investment Advisory firm. We provide a broad array of wealth management services to high net worth individuals, families, and small businesses .Our mission is to develop and execute effective strategies to meet our client's investment and financial goals. The firm's charge is to serve each client with the attentiveness and discernment of a trusted friend, a confidant, and a family member to guide them seamlessly through all of life's transitions. Family Asset Management is registered with the Securities and Exchange Commission.