Who We Are

Welcome

We are a local wealth management firm serving our community in Mount Pleasant and Greater Charleston Area. We partner with you at every stage, delivering thoughtful, comprehensive care to build not just wealth, but a rich life of confidence and prosperity.

Trusted Financial Experts for Your Needs

We pride ourselves on being trusted financial experts in our community. Our mission at Mount Pleasant Wealth Management is to offer honest and expert financial advice to help our clients lead enriched lives.

Ready to take control of your financial future? Reach out to our team today for personalized advice and solutions.

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Why Mount Pleasant Wealth Management is the Right Choice

Our vision is to be the most trusted and individualized financial advisory firm in Mount Pleasant and the community, built on the pillars of expertise, localized care, and unwavering integrity. Our sophisticated yet personalized approach ensures that our Clients receive tailored solutions to meet their unique financial goals.

Reliable Expertise and Dedication

With a deep understanding of wealth management, we offer customized solutions that align with your financial objectives.
Our advisors are adept at navigating complex financial landscapes, providing strategies that maximize your investments.
In addition to our advanced education baseline, we emphasize continued education and stay updated with the latest financial trends to offer our clients the best advice possible.

"Trust, Integrity, and Personalized Care Are Ingrained in Our Practice, Ensuring Your Financial Success is Our Collective Goal."

Navigate Your Financial Future

Take the next step in achieving your financial aspirations. Browse our extensive range of services and see how our expertise can provide the clarity and confidence you need.

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What Our Clients Are Saying

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"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."

Sue L.

A person writing notes during a counseling session.

"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."

MaryJo H.

Two cups of coffee with latte art held by two people.

"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."

David H.

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"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."

Margaret A.

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.