Charleston Wealth Advisors in Mount Pleasant, SC, is a trusted financial advisory firm dedicated to providing personalized guidance and strategic planning tailored to each client's unique needs and goals. With a focus on building long-term relationships based on honesty and trust, they offer expert advice to individuals, families, business owners, pre-retirees, retirees, and inheritors.
Their team, led by Manuel A Martinez, CFP, takes a conservative approach to investments, aiming to generate income and safeguard wealth from inflation. By offering financial oversight, planning, and support, Charleston Wealth Advisors helps clients navigate important financial decisions and secure a stable financial future for themselves and their families.
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