Daniel Island Financial Advisor — 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.
Serving Daniel Island and nearby communities, the team combines strategic planning with a relationship-based approach to deliver clear, actionable financial guidance. As an independent advisory firm, Daniel Island Wealth Management focuses on transparency and customized se
Pricing
Personalized Strategies for Your Financial Success
Reviews (4)
Add Review
Leave a Reply
You must be logged in to post a comment.
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.
Helpful ReviewOwner
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
Helpful ReviewOwner
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.
Helpful ReviewOwner
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
Helpful Review