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.
The Nicholson Team

Sean O'Keefe, Betsy Serafin, Joe Nicholson CIMA®

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

said by Ecclesiastes 4:9 NIV

“We make a living by what we get. We make a life by what we give.”

said by Winston Churchill

A DEEP HISTORY

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

Adgers Wharf in 1890

Adgers Wharf in 1890

Adgers Wharf Today

Adgers Wharf Today

ACCOLADES AND AWARDS

Joseph L. Nicholson, CIMA®
2019 - 2022 FORBESConsecutive Best-In-State Wealth Advisor
Joseph L. Nicholson, CIMA®
2012 - 2022Joint Base Charleston logo Consecutive  Premier Advisor

Affiliations

Proud Member of Investments and Wealth Institute

Useful Links

Get In Touch

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

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, CA, DE, FL, GA, MD, NC, NY, PA, SC, VA, VT, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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