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—I 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.
- Mike Kreft