Skip to main content

Simply, we help clients build, manage, protect, and transfer wealth.

Learn About Our Practice

Simply, we help clients build, manage, protect, and transfer wealth.

Learn About Our Practice

Simply, we help clients build, manage, protect, and transfer wealth.

Learn About Our Practice

Simply, we help clients build, manage, protect, and transfer wealth.

Learn About Our Practice

Simply, we help clients build, manage, protect, and transfer wealth.

Learn About Our Practice

Simply, we help clients build, manage, protect, and transfer wealth.

Learn About Our Practice

Simply, we help clients build, manage, protect, and transfer wealth.

Learn About Our Practice

Simply, we help clients build, manage, protect, and transfer wealth.

Learn About Our Practice

Simply, we help clients build, manage, protect, and transfer wealth.

Mission Statement

Our Mission is To Help Clients Attain financial peace, that is confidently being a good steward of your assets so that you are telling your money what to do so your money is not telling you what to do.

We are a Fiduciary

When it comes to investment advice, we only act in your best interest. And we don't earn commissions, so you'll always get objective advice. See why 3 generations of Charleston families and individuals trust us to help them achieve their financial goals.

Two are better than one, because they have a good return for their work.

- Ecclesiastes 4:9 NIV

A Deep History

Our office is located N. Adgers Wharf, an area rich in history and charm.

Adgers Wharf in 1924 / Adgers Wharf Today

(drag red triangle at bottom of image)

Awards & Recognition

forbes

Joseph L. Nicholson, CIMA®

BEST-IN-STATE WEALTH ADVISORS

2019 - 2022

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.

Affiliations

Proud Member

Investments & Wealth Institute

Read More

Useful Links

What is a CIMA® Designation?

Investment Management Consultants Association offeres the only financial services credential accredited by the American Nation Standards Institute: The Certified Investment Management Analyst (CIMA) certification.

Read More...

Concierge Wealth Management as Unique as You

An overview of the Nicholson Wealth Management Group, the people on the team and how we approach our business.

Read More...

Book time with me, Joe Nicholson

Get in touch

Call us at (843) 790-2625 or Contact Us