Runey & Associates Wealth Management of Mt Pleasant

Runey & Associates Wealth Management is a financial planner in Mt Pleasant, SC, serving Charleston-area clients with tailored retirement, wealth, and tax strategies since 2014. The firm specializes in retirement planning for people aged 50 and older and offers retirement planning, tax planning, investment management, insurance advisement, retirement income, social security timing, and multigenerational and inheritance planning. It holds a fee-only structure, with compensation tied to total investable assets rather than product sales or commissions, and operates as a fiduciary with a legal and ethical duty to act in clients' best interests. Jamie Runey, a CFA Charterholder, founded the firm and serves as Chief Executive Officer. He holds a BS in Mechanical Engineering from the University of SC and an MBA from the Moore School of Business. Expertise.com recognized Runey & Associates Wealth Management as one of the Best Financial Advisors in Charleston, Mt. Pleasant, and N. The team also teaches retirement courses at the Tommy and Victoria Baker School of Business at The Citadel. The firm offers a three-step process beginning with a no-cost 45-minute introductory call, followed by one-on-one meetings of 1.0 to 1.5 hours to review financial health, analyze goals, and make recommendations for a retirement tailored to each client's life.

Services:

• Investment Management
• Retirement Planning
• Tax Planning