AUDITING & BOOKEEPING

read moreOne of the oldest Independent Registered Investment Advisors in the Charleston area, Family Asset Management has a track record for offering unconflicted financial guidance, privacy and exclusive access to customized services. We strive to be much more than just an asset management firm. We aim to be a trusted confidant and lifelong advocate for our clients keeping you at a pace with a complex and ever-changing financial marketplace.

read moreWe are a tight-knit, dedicated team and as a result we are able to move quickly and effectively in our industry. People come to us, and stay with us, because of the relationships we build with our clients and their families. We know that individuals and their families have unique wealth management needs and goals. After a thorough review and understanding of your financial objectives and circumstance, we provide custom and comprehensive wealth management strategies. We are supported by the power and resources of innovative specialty firms, which enable us to continually research, analyze, and select what we believe to be the best of breed solutions, with no conflicts of interest to help clients succeed.

read moreWe start with your current financial situation and develop a comprehensive Wealth Management Plan to get you on track to reach your goals. The cornerstone of our practice is our holistic, tailored, and attentive approach to managing your wealth. We believe that the foundation of wealth management is independent and objective advice that strictly adheres to the fiduciary standard. Working together through our 5-step wealth management process, we develop a personalized financial strategy - based upon your lifestyle and financial needs - determining your goals, risk tolerance, and plan for future life events.