Wealth Management in Charleston, SC

Whether you need help with retirement planning, advanced tax planning for retirement, estate planning, tactical asset allocation, or overall wealth management in retirement, Coastal Financial Planning Group can help. We provide a full spectrum of wealth management services for retirement-minded people in the Charleston area:

  • Tactical Wealth Management Solutions, Charleston, SC

  • Wealth Allocation & Distribution, Charleston, SC

  • ISO 9001-2015 Certified Financial Planner, Charleston, SC

  • Retirement Planning, Charleston, SC

Proudly Serving

Charleston, Summerville, James Island, West Ashley, Mount Pleasant, Johns Island, Kiawah Island, Seabrook Island, Goose Creek, Daniel Island

Let's Get Started...Request a Consultation

We want to help. Please contact us by filling out the form below, or by calling us at 843.735.5065, to schedule a no obligation initial consultation. Rick Durkee is an investment advisor representative and a fiduciary. 

Charleston Address

78 Ashley Point Drive Suite 201 
Charleston, SC 29407

(843) 735-5065

Charleston Directions

Click here for driving directions

Charleston Hours of Operation

Sunday           Closed

Monday          9:00 am - 5:00 pm

Tuesday           9:00 am - 5:00 pm

Wednesday     9:00 am - 5:00 pm

Thursday         9:00 am - 5:00 pm

Friday             9:00 am - 5:00 pm

Saturday         Closed