We are a Fiduciary
When it comes to investment advice, we only act in your best interest. And we don't earn commissions, so you'll always get objective advice. See why 3 generations of Charleston families and individuals trust us to help them achieve their financial goals.
A Deep History
Our office is located at N. Adgers Wharf, an area rich in history and charm.
Adgers Wharf in 1924 / Adgers Wharf Today
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Awards & Recognition
Advisors do not pay a fee for placement on the Forbes ranking of Best-In-State Wealth Advisors, which is independently determined by SHOOK Research. The ranking is based on criteria learned through telephone, virtual and in-person due diligence interview, and quantitative data such as revenue trends and assets under management. The algorithm additionally weights factors such as service models, compliance records and industry experience and focuses on those that encompass best practices in their approach to working with clients. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client's experience.
Useful Links

What is a CIMA® Designation?
Investment Management Consultants Association offers the only financial services credential accredited by the American Nation Standards Institute: The Certified Investment Management Analyst (CIMA) certification.

Concierge Wealth Management as Unique as You
Discover more about the Nicholson Wealth Management Group, the people on the team, and how we approach our business.
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