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

Coastal Financial Planning Group

78 Ashley Point Drive, Ste 201 
Charleston, SC 29407

(843) 735-5065

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Wealth Management Services in Charleston, SC

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    9:00 am - 5:00 pm

         9:00 am - 5:00 pm

            9:00 am - 5:00 pm

       Closed

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Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. 

Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly-rated adviser also does not ensure that a client or prospect will experience a higher level of performance. These ratings should not be viewed as an endorsement of the adviser by any client and do not represent any specific client’s evaluation. Generally, ratings, rankings and recognition are based on information provided by the adviser. Please contact the adviser for more information regarding how these rankings and ratings were formulated.

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