Sean O'Keefe's Contact Details

Sean O'Keefe's Company Details

Nicholson Wealth Management Group Wells Fargo Advisors Financial Network

Charleston, SC, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

Nicholson Wealth Management Group (NWMG) is a boutique firm that provides comprehensive planning and investment counsel for high-net worth families, foundations, endowments and select institutions. Leveraging decades of expertise, we are a process driven, disciplined investment asset manager dedicated to servicing each client's unique needs. NWMG specializes in providing investment counsel that leverages technical analysis to identify and help protect our clients against stock market risk.Constant portfolio monitoring and periodic performance reporting rounds out a comprehensive services offering. Using our vast network that is Wells Fargo Advisors and its affiliates, we proactively manage your family's and your company's assets under one roof, and act as a concierge for such resources as estate planning strategies, institutional & endowment consulting, and succession plans.