Our Clients Are Our Priorities
Our clients are our focus. We know you work hard, and we want your investments to work hard for you.
Stay Ahead of the Curve
We work to keep you apprised of market fluctuations with up-to-date articles and videos to help you stay informed.
Bridging the Confidence Gap
How to Bake a Pie-R-A
Meet Our Advisors
Jason P. Stubbings, CFP®
Senior Vice President, Financial Advisor
843-579-5050
What makes Jason Different? As a Certified Financial Planner ™, I provide Life Event planning servicesWealth Management process over productCustomized portfolio solutions and planning innovationDisciplined, well researched...
Sandra L. Gary
Vice President, Administrative Office Manager
843-579-5050
Sandra is a native to Charleston. She attended Oglethorpe University in Atlanta, GA before moving to New York where she worked in the banking industry until deciding to start a family. Missing her roots, she returned home where she...
Download Our Estate Strategies: Critical Elements of an Estate Plan Ebook!
Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.