Broker Check

Why Work With Us

Our Mission & Vision

We help individual clients design their goals for retirement by providing personalized financial planning, high-quality investment insurance products, and exceptional customer service. Our planning process starts by getting to know you, your family, your goals, and unique financial situation. Once we have established the basics, we will build a long-term financial strategy that is based on your preferences, values, and goals. Our plans are designed to be durable enough to last for the long term, but flexible enough to adjust to changes in the market and in your circumstances. Our goal is to be your trusted Wealth Manager for every stage of your life.


We focus on delivering an exceptional client experience in everything we do. If you have been served well by Colonial River, we hope you’ll spread the word and help us serve others.

Our Disciplined Process

Phase I: Discovery

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.

Phase II: Strategy

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend.

Phase III: Implementation

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Phase IV: Reviewing and Adjusting

We review our client's accounts to ensure they are still performing in a way that meets their intention. When we discover that a client's circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.

 

Our Duty

At Colonial River Wealth Management, we are held to a strict fiduciary duty when providing advisory services, meaning we are required by law to act in the best interest of our clients at all times. When proving brokerage services only representatives are held to a suitability standard, meaning they only have to recommend what is suitable for the client and not necessarily what is in their best interest. The fiduciary duty is a standard of accountability in the financial services industry. We choose to work with Investment Advisor Representatives because their licensing and restrictions benefit and work to protect you, the investor.

We have a fiduciary responsibility to our advisory clients. We benefit when you benefit, and our firm is committed to your priorities being our priorities.

What Makes Us Different

At Colonial River Wealth Management we answer to you. We don't work for a large corporate firm that has a product to sell. We work for our clients, and we find personalized strategies for your planning and investment needs. We are also passionate about education. We believe an informed client is a powerful consumer, and we are dedicated to educating our clients and the community so they're prepared to make informed choices for their futures.

We understand the great responsibility we take on when you choose to work and invest with us, and we dedicate each of our actions to fulfilling that obligation. We prioritize being available to you and your family to answer any questions you have, big and small. When you work with us, you can rest assured that we'll always be there for you.