Our Charleston Office
Charleston’s economic growth has captured our attention and we have expanded our services to the Charleston area. We have a personal connection to the Charleston community and we are excited to serve the people in the low country!
It’s a fact! Charleston, SC was voted the #1 city in the U.S and the world by Travel + Leisure readers. The city exceeded other destinations in the categories of sights & landmarks, arts & culture, restaurants & food, people & friendliness, shopping and value.
Not surprisingly, Charleston attracts approximately 7 million tourists annually. But it is also thriving with substantial economic growth from other industries. Boeing opened its South Carolina facility in Charleston in November 2011 and currently delivers South Carolina-built 787s to its customers around the world. Volvo broke ground on its first auto assembly plant in North America in September 2015 in nearby Ridgeville, SC. The $500 million plant will make its new S60 sedan.
“Silicon Harbor” as Charleston also has become known, is a growing destination for tech companies. Currently, more than 250 tech companies employ over 11,000 people in Charleston. The‘Holy City’ has become the #1 mid-sized U.S.metro area for IT job growth, adding 4,000 jobs in the past 5 years. Holy technology Batman!
Based on the projected growth in the low country, an increasing number of individuals and couples in the Charleston community are seeking help planning for retirement. There is a shortage of advisors in Charleston who provide comprehensive planning and also a shortage of female advisors who address the unique financial needs of women. We are helping to bridge that gap!