Partnering for your financial success
CHARLESTON INVESTMENT ADVISORS
Our Purpose: To Empower Family-Orientated and Purpose-Driven Leaders to Build Generational Wealth
Stephanie W. Mackara, JD
PRINCIPAL WEALTH ADVISOR
At Charleston Investment Advisors, we take the time to get to know you. Our guiding questions help us develop your financial story – with your values and on your terms.
Who are you?
We get to know you as a person, not as numbers on a spreadsheet.
Where are you now?
We take a comprehensive look to understand your past and current financial state.
Where are you going?
With our guidance, you design and live the life you have always dreamed of having. We help you define your unique goals and story of financial success.
How will you get there?
Through partnership and accountability. We develop, implement, and together, we regularly monitor your long-term wealth plan.
With the many demands on your time and the complexities of the financial decisions you face, the personalized wealth management we provide may make a real difference, both for you and your family.
Your Investment Portfolio is Just One Aspect of Your Financial Picture.
Focusing on what is most important to you, both financially and personally, is a vital component of your successful partnership with Charleston Investment Advisors. By understanding what is most important to you, we design a holistic plan that aligns your resources with your goals.