About Us
Hoce Kalkas, CEO
Hoce founded Daniel Island Wealth Management to create a boutique firm dedicated to uniquely tailored Client financial management. Her prior experience at JPMorgan Wealth Management, combined with her Master in Business Administration from Singapore Management University, granted her deep financial expertise for delivering Client prosperity.
Her professional journey began in the United States Navy with an overseas assignment, sharpening her financial and analytical acumen. Hoce spent five years training and working as a US Diplomat at the US Embassy in Singapore, honing strategic communication and relationship-building skills with local and foreign officials across the Asia-Pacific region. Her educational training includes a Master's Degree from the University of North Carolina, Chapel Hill, and an international MBA at Singapore Management University. Within the MBA program, she worked at Nestlé, diving into consumer products and business analytics, and interpreting complex data to drive strategic decisions—skills now central to her wealth management expertise.
Hoce further honed her financial experience in the Wealth Management division at JPMorganChase, where she mastered Client-centric strategies and investment analysis. In addition to running Daniel Island Wealth Management and Mount Pleasant Wealth Management, Hoce serves as a Professor at the University of North Carolina Chapel Hill.
Her team-oriented approach, rooted in integrity and creativity, has been shaped by extensive experience across five countries and over a dozen cities, working in government, non-government organizations, and the private sector. This diverse background has equipped her with a broad, analytical perspective, which she now applies to financial operations with a focus on Client-centric delivery of wealth management services.
Nick Kalkas, President
At Daniel Island Wealth Management, our founder and President brings a wealth of experience and a steadfast commitment to Client success. A Registered Investment Advisor in South Carolina, he quickly grew the company through a strong emphasis on financial expertise and a background built on trust, expanding to include the label Mount Pleasant Wealth Management as well. With a focus on trust and expertise, he develops tailored financial models to optimize cash flow and investment outcomes, ensuring Clients in the Charleston community achieve their financial goals with confidence.
Before founding Daniel Island Wealth Management, he served as a United States Diplomat at the United States Embassy in Singapore, where he executed high-stakes diplomacy with integrity, fostering relationships with international officials and facilitating critical engagements with U.S. leaders like the Vice President and Secretary of Defense. His leadership in navigating complex geopolitical challenges honed his ability to deliver results under pressure - a skill he now applies to crafting strategic financial plans for his Clients.
A retired Naval Officer and United States Naval Academy graduate promoted to the rank of Commander, he led teams across global operations, from multiple combat deployments in Iraq, Afghanistan and the greater Middle East to disaster relief efforts during the 2004 Southeast Asia tsunami. His strategic acumen and military risk management analysis is complemented by multiple Master's degrees including from Georgetown University and an MBA from the world class University of Chicago Booth School of Business, equipping him with the analytical rigor and financial quantitative skills to guide Clients toward lasting financial security.
Our Journey, Our Purpose
At Mount Pleasant Wealth Management, we believe that blending trust and financial expertise for our local Charleston community is the cornerstone of our business and the heart of our relationships with you, our valued Clients. Our background as Veterans and United States Diplomats provides assurance that we will steadfastly guard your finances, while our experience at JPMorgan Wealth Management and world-class training from the University of North Carolina Chapel Hill, University of Chicago, Singapore Management University, Georgetown University, and the United States Naval Academy deliver the premier financial expertise you deserve.
Our journey began when we were called to resolve a financial dilemma for close family members—a gut-wrenching experience that demonstrated how financial expertise, coupled with complete trustworthiness, can provide significant value to many people. Initially hesitant to join the financial world because we enjoy working with people more than staring at computer screens, we discovered the perfect balance in wealth management through the meaningful relationships we build with our Clients. At Mount Pleasant Wealth Management, we welcome the opportunity to guide you toward prosperity and success with wise investments leading to a rich life.
what our clients are saying
Sue L.
Margaret A.
MaryJo H.
"I have worked with Nick for only a short time and I am already impressed by his knowledge and dedication. He has streamlined all of my accounts that were held at another large brokerage firm and keeps me updated so that I am always in the loop. This is not a firm that is going to sign you up and forget about you. Their personalized attention is second to none."
MaryJo H.
Margaret A.
MaryJo H.
"Nick Kalkas, my Independent Financial Advisor, makes and continues to make the world of finance a positive experience. It was immediately obvious how trustworthy Nick was; always having my best interests at the forefront. He listens; unfailingly considering my needs. When necessary Nick meets and consults with my accountant. He has gone
"Nick Kalkas, my Independent Financial Advisor, makes and continues to make the world of finance a positive experience. It was immediately obvious how trustworthy Nick was; always having my best interests at the forefront. He listens; unfailingly considering my needs. When necessary Nick meets and consults with my accountant. He has gone above and beyond for which I am most grateful while consistently respecting my input. We are a team, traveling most successfully through the world of finance due to Nick’s expertise."
David H.
Margaret A.
Margaret A.
"I have come to trust this team’s expertise in managing my finances with care and attentiveness. Their personalized approach has provided immense value, giving me assurance in our partnership. I'm excited to be working with their team, in building our financial portfolio for my family’s future and providing me with peace of mind."
Margaret A.
Margaret A.
Margaret A.
"Being a client of this firm has been a terrific experience. The personalized service given, excellent knowledge provided, and especially the ease of working with them regarding our financial portfolios has been most beneficial. Working with the team has helped me feel good about our finances, especially after seeking someone who I can wholeheartedly rely on with confidence."
Registered Investment Advisor
We are committed to placing our Clients at the heart of everything, delivering a truly Client-focused experience. Our mission is to benefit our Clients and the communities we support by providing them with local financial expertise they can trust.
We partner with Charles Schwab & Co. as our custodian, so our Clients know they are in trusted hands.
As a Registered Investment Advisor (RIA), we uphold a Fiduciary duty, legally binding us to prioritize your best interests above all else. We do not accept any commissions and have no hidden fees. When we offer advice, you can trust it aligns with your true needs, building a foundation of confidence for our Clients.