A complete list of active advisors currently associated with South Carolina Wealth Management Group, LLC

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

South Carolina Wealth Management Group serves individual clients and offers financial planning, discretionary portfolio management, and project‑based consulting, including retirement account advice. The firm typically begins client relationships by collecting financial information and developing a personalized Financial Profile and Investment Plan to guide portfolio construction. Portfolios are constructed mainly with individual stocks, mutual funds, ETFs and fixed‑income securities, and SCWMG implements Investment Plans on a discretionary basis when authorized. The brochure discloses that the firm may use margin (borrowing) and options strategies—such as covered calls, cash‑secured puts and protective puts—with options implemented only in accounts where clients enable options trading. Compared with many small independent advisers, SCWMG’s use of borrowing and derivatives in managed accounts is relatively uncommon among peers. The firm is also led by a sole advisor who concurrently serves as a Senior Trader/Analyst for the South Carolina Treasurer’s Office, a role that brings experience trading large fixed‑income portfolios to the firm’s small client base.

To learn more about the advisors currently working at South Carolina Wealth Management Group, 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.