Custom Investment and Wealth Solutions for Families and Businesses
About Us
Anderson Wealth Management (AWM) is a wealth management firm located in Charleston, South Carolina. We provide customized investment advisory services to families, businesses, and private foundations seeking sophisticated, personalized wealth management.
AWM was founded in 2023 to serve the unique financial needs of the entrepreneurial Anderson family and many of their colleagues. That entrepreneurial heritage continues to shape how we work with business owners today.
As our client base grew, so did the need for a more complete approach to wealth management. Many families hold retirement accounts and other investments across several firms, creating a fragmented view of their overall financial picture. AWM addresses this gap, consolidating our clients' investments under a single, unified platform and giving them a clearer, more comprehensive view of their total wealth.
Clients deserve to have confidence in their financial objectives, whether that's living a great retirement, leaving a legacy for the next generation, transitioning to a new business, or giving charitably.
AWM is an Anderson Growth Partners company.
Who We Serve
Business Owners & Founders
Most of your wealth is tied up in the business, so the portfolio has to be built around it. We map the whole balance sheet first, then build the liquid portfolio to fit what's already there. Not a model allocation off a shelf.
Families After an Exit
You've sold the business, and the portfolio now has to do the job the company used to do. That takes an income plan built around your spending and your timeline, not a standard allocation with your name on it.
Retirees & Career Savers
You've saved several million over a career and still want to know whether you're going to be okay. That deserves an answer with the math behind it, run on your numbers rather than a rule of thumb.
Our Team
Jonathan Rice, CFP®, CPWA®
Jonathan advises business owners, families who have sold a company, and career savers who have built substantial wealth and want to know what it actually means for their lives.
Read More →Charleston, SC
129 Broad Street
Charleston, SC 29401
Birmingham, AL
2 Metroplex Drive, Suite 102
Birmingham, AL 35209