A complete list of active advisors currently associated with Daniel Island Wealth Management, LLC

Warmer can help you find a great advisor at Daniel Island Wealth Management, LLC or one who fits your needs even better.

Daniel Island Wealth Management provides comprehensive financial planning and tailored portfolio management to high‑net‑worth individuals, corporations, and charitable organizations. The firm reports approximately $24 million in discretionary assets across about 18 client relationships and states it does not impose a formal account minimum. Its investment process combines fundamental analysis, technical analysis, and modern portfolio theory, with a preference for low‑fee exchange‑traded funds and long‑term trading while generally avoiding margin and options. DIWM prepares an Investment Policy Statement for each client, uses a third‑party platform to effect trades, and reviews accounts at least quarterly. The firm operates as a small, solo‑practitioner advisory with a single designated advisor and uses two client‑facing trade names (Daniel Island Wealth Management and Mount Pleasant Wealth Management) to serve different local client bases. Founders’ backgrounds—including a former Navy intelligence officer with business school training and a CEO with prior JPMorgan experience who also teaches at a university—along with disclosed referral arrangements with third‑party lead providers are notable aspects of its profile.

To learn more about the advisors currently working at Daniel Island Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Nicholas Kalkas	Daniel Island, SC	2
Grant Meyer	Daniel Island, SC	0

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