Jp Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JP Wealth Management provides financial planning, consulting and discretionary investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. The firm reports $274,006,047 in assets under management (as of February 10, 2026), all managed on a discretionary basis.
JPWM’s investment process is grounded in fundamental analysis and a globally diversified asset‑allocation framework that combines a passive/indexed core with select active managers and tactical tilts based on macroeconomic and valuation assessments. Portfolios are implemented through mutual funds, ETFs, individual equities and fixed income, options and variable product allocations, with account monitoring and periodic reviews.
Compared with many small advisory teams, JPWM manages a relatively large asset base with a compact principal group and maintains an affiliation with a certified public accounting firm (Perlson, LLP) for client referrals. The firm also discloses principals’ ownership interests in a privately held company, generally imposes a $10,000 minimum annual fee and typically serves high‑net‑worth clients, features that shape its client mix and potential conflicts of interest.
Client services
Expertise
Fee options
Fixed fees for financial planning and consulting services
$0 - $1,000,000: 1.00% $1,000,001 - $6,000,000: 0.75% $6,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
$200 per hour for financial planning and consulting
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000, may be waived at firm's discretion Fee-only: Fixed fees and hourly fees for financial planning and consulting services; hourly rate $200/hour
Main office
3401 Salterbeck Court, Suite 202
Mt. Pleasant SC 29466-7117
Advisors at this office
2
Most active in
New Hampshire · New Jersey · New York · South Carolina
Also doing business as
Jfc Advisors, Inc. · Jp Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Suzette C
CFP®, Series 63, Series 65
Mt. Pleasant, SC
Jp Wealth Management, Inc.
Suzette Carrier is a CFP® certificant with 15 years of industry experience, currently serving as the sole advisor at JP Wealth Management, Inc. in Mt. Pleasant, SC. She has been with JP Wealth Management since 2008. JP Wealth Management provides financial planning, consulting, and discretionary investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a globally diversified investment approach combining passive and indexed holdings with select active managers and tactical adjustments, serving primarily high-net-worth clients.
John C
CFP®, Series 63, Series 65
Mt. Pleasant, SC
Jp Wealth Management, Inc.
John Carey is a CFP® with 20 years of experience in the financial industry, serving as the sole advisor at JP Wealth Management, Inc. since 2004. He also serves as a board member and shareholder of Cube Components, Inc., an electronic components company based in Mt. Pleasant, SC. JP Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a globally diversified asset allocation strategy combining passive and indexed holdings with select active managers and tactical adjustments, managing approximately $252.4 million in assets.
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