Lynch Cracraft Wealth Management of Raymond James

Lynch Cracraft Wealth Management of Raymond James is a financial planner in Charleston, SC, serving individuals, families, pre-retirees, retirees, business owners, and LGBTQ+ clients. The firm offers personalized financial services and guidance to help clients pursue their financial goals, with a focus on risk management, long-term strategy, and tailored solutions across life milestones. Their team includes Spencer J. Lynch, Managing Director, Bo Crouch III, Practice Business Manager, and Emily Pearson, AAMS® Registered Client Service Associate. The firm operates from a location at 360 Concord Street, Suite 210, in the heart of Charleston.

The firm emphasizes a structured, analytical, and personalized approach to wealth management, rooted in a team-based model that combines decades of experience with disciplined investment practices. It supports clients through life transitions such as starting a business, raising a family, or preparing for retirement, and provides specialized guidance for business owners and individuals navigating retirement. The team prioritizes client needs through clear risk and return objectives, strategic asset allocation, and ongoing portfolio rebalancing.

The office is located on Concord Street in Charleston, approximately a short walk from the SC Aquarium, Charlotte Street Park, and Fort Sumter and Fort Moultrie National Historical Park, all within a quarter-mile radius. Nearby landmarks include the Philip Simmons and Gadsden's Wharf memorials, situated just over a tenth of a mile away, and Aquarium Wharf, about 76 meters from the office.

With a perfect 5.00 rating and one verified review, the firm is recognized for its client-focused approach and trusted guidance in the Charleston community. Its reputation is built on consistent service, personal attention, and a commitment to helping clients navigate financial challenges with confidence. Lynch Cracraft Wealth Management of Raymond James stands as a dependable resource for long-term financial planning in Charleston.

Services:

• Business Planning
• College Tuition Planning
• Corporate Retirement Plans Consulting
• Estate, Charitable Giving & Trust Financial Planning
• Financial Planning
• Investment Banking
• Investment Strategies Portfolio Management
• Legacy Planning