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Description

After years of client collaboration at our previous firm, our founders sought out to build something different. We structured "CSC" to deliver a unique experience driven by a high level of engagement, accessibility, custom-tailored strategies, proactive communication, and education. We are able to achieve this because we are selective in the number of families we work with. Our mission is to become the trusted Family CFO and advisor for our clients.  As your wealth grows and your financial needs become more complex, you don't always have the time to proactively focus on critical financial strategies and risk solutions. We offer a comprehensive range of financial planning services, including retirement plans, investment management, tax mitigation, business planning, and generational wealth planning. We also coordinate with your legal, tax and other advisors to facilitate communication and build a cohesive plan for your benefit.  Registered Representative offering securities through Cetera Advisors LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 115 Fairchild Street, Suite 320, Charleston, SC 29492. 843-471-1470.