Your Life.
Our Guidance.
Smart Advice Specific to Your Needs
We approach finances strategically. Every asset and dollar needs to have a purpose: working towards your goals.
We believe in establishing close relationships with our clients and their families and building a firm that will serve them for many years.
Manuel A Martinez, CFP® Charleston Wealth Advisors
How we help.
We serve individuals, families, and business owners interested in building long-term relationships based on mutual honesty, respect, and trust.
- Active Families
We’ll help you commit more time to your family by providing financial oversight and planning.
Learn more - Pre-Retirees
We can often help our clients build a strong foundation for their retirement years.
Learn more - Retirees
We help our clients take a conservative approach to their investments to generate income and protect their wealth from inflation.
Learn more - Inheritors
We help clients who are about to receive an inheritance understand how best to deal with the money and assets.
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