Who We Are

We provide red-carpet service using the resources found in a large firm, while giving you the personal attention you’d expect from a small one.


Mike Kreft - Founder and President


When my wife and I bought our first home, we experienced firsthand how financial circumstances can be overwhelming and difficult to navigate. At the time I was a teacher, and I quickly realized that my affinity for education could be used to help other families make smarter decisions about their money. Now, with over a decade of experience in the financial industry, I’ve built a unique practice that helps people like you lead rich, fulfilling lives. Whether you’re ready to retire, want to purchase a vacation home, or need to pay for your kids’ college tuition, Palmetto Coast Wealth Management can help you optimize your wealth and make it easier to live life the way you’ve imagined.

 Through our highly consultative wealth management process, we work with a team of experts that includes CPAs, estate planners, and insurance specialists to address every aspect of your financial life. As a fiduciary with a legal obligation to put your interests first, you can feel confident that you are getting straightforward, unbiased advice— We don’t sell products or earn commissions.

As former President of the Rotary Club of Summerville and Investment Committee Chair and Board Member of the Girl Scouts of Eastern South Carolina, I’ve had the pleasure of working with many families, business owners, and entrepreneurs in South Carolina and throughout the country. With a solid financial plan in place, you can gain a greater sense of security, freedom, and peace of mind. Contact me to see if you qualify for our complimentary Second Opinion Service and schedule your initial consultation.  

 
       

Advisory Team

Providing our clients with a first-class experience requires a strong team. We have carefully assembled a team of professionals who work in concert to ensure you are receiving our best advice.


Certified Financial Planners

We work with Certified Financial Planners™ (CFP®) to help us design your customized, holistic wealth plan, with the goal of optimizing your financial resources to align with what matters most to you and your family.

Investment Committee

Our independent Investment Committee helps create a better wealth experience for our clients by designing investment strategies backed by Nobel-Prize-winning research.


Tax Advisors 

We've partnered with two local accounting firms, with multiple locations across the state. Their role is to help minimize your taxes and help maximize your bottom line.


Estate Attorneys and Insurance Specialists

Our team includes local estate attorneys and independent insurance advisors to help you effectively transfer wealth to successive generations, and to help protect your family and assets in the event of your death, disability, or long-term care need.


Imagine how refreshing it can be to have an entire team working with you to help you optimize your time, energy, and resources.


Sign up for your complimentary  Second Opinion Service (S.O.S.)