Warren Capital Group

Warren Capital Group is a financial planner in Charleston, SC, located on King Street. The firm serves individuals and businesses with a focus on wealth management, offering investment portfolio management, individual and corporate retirement planning, asset protection, and risk management. It utilizes tax-efficient strategies to help clients grow, protect, and preserve their wealth. Operating as a fiduciary, the firm prioritizes client interests and manages investments with a focus on integrity and transparency. The service area includes Charleston and surrounding regions, supported by decades of experience in the financial sector. The firm holds a 5.00 rating based on 12 reviews, reflecting a solid reputation among the customers it has served.

The team includes Joe Warren, the Founder and CEO, who established the firm in 2005 after serving as Vice President and Associate Branch Manager at Morgan Stanley. Warren holds a BA from the College of Charleston and has completed securities exams including the Series 7, 24, 65, and Rule 144. He has been a resident of Charleston since 2012. The firm also includes Parker Allen and Hector Molini, both serving as Financial Advisors. Clients have access to foundational planning software that allows them to monitor their portfolios, including investment, retirement, and credit card accounts, in one place. For company retirement plans, the firm assesses the benefits of 401(k) and SIMPLE IRA plans for both the company and its employees, providing employees with access to the same planning tools. Tax preparation and filing services are designed to align with the overall financial strategy, ensuring tax considerations are integrated into the broader wealth management approach.

Warren Capital Group stands as a dedicated wealth management firm in Charleston, combining fiduciary responsibility with personalized financial planning for individuals and businesses.

Services:

• Financial Planning & Advice
• Retirement Plans
• Wealth Management