Charleston, West Virginia

Charleston, West Virginia

Charleston, West Virginia


(304) 346-3700


(304) 346-0597


129 Summers Street
Suite 200
Charleston, WV 25301
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Located in the former Summit Conference Center, the Charleston office is comprised of advisors servicing clients in the three service lines of individual and family wealth management, retirement plan services, and nonprofit advisory services. Management of the firm's client fulfillment efforts is also facilitated out of this office, along with resources and guidance for lifetime and legacy planning, including family wealth preservation and philanthropy.

Serving the southern portion of West Virginia, Charleston advisors support a number of nonprofit initiatives and philanthropic causes, including FestivALL, Kanawha County Humane Association, and Project Magic.

With a specific interest in the arts and cultural community, the firm recently commissioned a beautiful mural for The Summit facade. "Mountain Horizons," by artist Jeff Pierson, is a 20 x 45 ft. mural that contributes to the growing vibrancy of the Charleston downtown area.

The Charleston, West Virginia Team

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