Daniel Island Wealth Management is a boutique advisory firm helping families and professionals across the Charleston area make confident financial decisions. The firm offers personalized wealth management, retirement income planning, and investment advisory services designed to help clients grow, protect, and preserve their assets for the long term.
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Owner
September 22, 2025 at 8:45 AMBeing a client of this firm has been a terrific experience. The personalized service given, excellent knowledge provided, and especially the ease of working with them regarding our financial portfolios has been most beneficial. Working with the team has helped me feel good about our finances, especially after seeking someone who I can wholeheartedly rely on with confidence.
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Owner
July 13, 2025 at 11:56 AMI have worked with Nick for only a short time and I am already impressed by his knowledge and dedication. He has streamlined all of my accounts that were held at another large brokerage firm and keeps me updated so that I am always in the loop. This is not a firm that is going to sign you up and forget about you. Their personalized attention is second to none
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Owner
May 2, 2025 at 7:13 PMI have come to trust this team’s expertise in managing my finances with care and attentiveness. Their personalized approach has provided immense value, giving me assurance in our partnership. I’m excited to be working with their team, in building our financial portfolio for my family’s future and providing me with peace of mind.
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Owner
April 30, 2025 at 7:20 PMNick Kalkas, my Independent Financial Advisor, makes and continues to make the world of finance a positive experience. It was immediately obvious how trustworthy Nick was; always having my best interests at the forefront. He listens; unfailingly considering my needs. When necessary Nick meets and consults with my accountant. He has gone above and beyond for which I am most grateful while consistently respecting my input. We are a team, traveling most successfully through the world of finance due to Nick’s expertise
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Riley Goldsmith
8 months agoNick and Hoce have been so helpful and such a pleasure to work with! I was initially introduced to them through an event that they hosted at the apartment community I manage. While they both individually have a great deal of merit and experience in their field, what really won me over is how genuine they both are and how comfortable they made me feel in trusting them with my finances. They have been very transparent with me, taken a hands-on approach, and they truly uphold the ethical practices that they preach.