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

Learn About Our Firm

Where Wall Street Meets Cobblestone Streets

Learn About Our Firm

Your investment strategy should revolve around you.

Learn About Our Firm

Your investment strategy should revolve around you.

Learn About Our Firm

Where Wall Street Meets Cobblestone Streets

Learn About Our Firm

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

Learn About Our Firm

Your investment strategy should revolve around you.

Learn About Our Firm

Where others have branches, we have roots.

Learn About Our Firm

Meeting with our CEO involves a stroll, not a flight.

Learn About Our Firm

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.


Two are better than one, because they have a good return for their work.- Eccl. 4:9 NLT

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.

A Deep History

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

Adgers Wharf in 1924 / Adgers Wharf Today

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Awards & Recognition

forbes

Joseph L. Nicholson, CIMA® CKA®
CEO - CIO 

2025
BEST-IN-STATE WEALTH ADVISORS

2019 - 2022, 2025

Advisors do not pay a fee for placement on the Forbes ranking of Best-In-State Wealth Advisors which is independently determined by SHOOK Research. The ranking is based on criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management.  The algorithm additionally weights factors such as service models, compliance records and industry experience and focuses on those that encompass best practices in their approach to working with clients.  Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience.

Affiliations

Proud Member

Investments & Wealth Institute

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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.

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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.

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Book Online or Office Meeting with Nicholson Wealth Management Group

Get in touch

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