Independent, Fiduciary Financial Advisor in Pawleys Island, SC

Tailored Wealth Management & Retirement Income Strategies Built Around Your Lowcountry Life.

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100% Fiduciary Standard

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Custody with Charles Schwab & Altruist

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Local Grand Strand Expertise

The Fiduciary Advantage

Not every advisor is required to put your interests first. Know the difference before you trust someone with your retirement.

Commission-Driven Wall Street Brokers

Suitability standard: recommendations only need to be "suitable," not in your best interest.

Product quotas driven by parent-company sales targets.

Hidden fees and commissions buried in complex products.

Coast Wealth Management

Fiduciary oath: legally and ethically bound to act in your best interest, always.

Fee-aligned guidance with no product sales quotas.

Transparent, independent advice tailored to your Lowcountry retirement.

Core Wealth Management Services

Comprehensive, fiduciary planning designed for pre-retirees and retirees across the Grand Strand.

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Custom Retirement Income Planning

Cash flow design, inflation defense, and sequence-of-returns protection built for your retirement timeline.

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Strategic Tax Minimization & Roth Conversions

Forward-looking tax planning that leverages South Carolina's retirement tax deductions.

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Coastal Estate & Legacy Planning

Trust coordination, probate bypass strategies, and multi-generational wealth preservation.

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401(k), IRA & Pension Optimization

Direct trustee-to-trustee rollovers and executive compensation strategy for a seamless transition.

Lowcountry Lifestyle & Relocation Advisory

Whether you're settling into Pawleys Island, or moving to the Lowcountry brings a fresh set of financial questions. We help transplants from New York, New Jersey, Pennsylvania, and Ohio navigate the transition with a plan built specifically for South Carolina living.

From coordinating the sale of a prior home to restructuring your portfolio for coastal retirement, our team provides local, on-the-ground guidance every step of the way.

South Carolina Retirement Tax Benefits

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No state income tax on Social Security benefits.

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$15,000 retirement income deduction for seniors age 65 and older.

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Favorable property tax exemptions for qualifying homeowners.

Frequently Asked Questions

Answers to the questions Pawleys Island retirees ask most before choosing a financial advisor.

What is the difference between a fiduciary financial advisor and a broker in Pawleys Island?

Does South Carolina tax Social Security or retirement pensions for Pawleys Island residents?

How does Coast Wealth Management protect my investment assets?

When should I schedule a retirement review before retiring in the Grand Strand?

Plan Your Retirement With Clarity, Confidence, and Lowcountry Peace of Mind

Schedule your complimentary retirement review to stress-test your portfolio and optimize your SC tax strategy.

(843) 855-4910

1000 21st Ave N, Myrtle Beach, SC 29577