WELCOME TO
Family Asset Management
We offer a holistic approach to wealth management, combining the intimacy of a lowcountry-based, privately-held firm with access to resources that only an independent advisory firm can provide.
MANAGING THE BUSINESS OF FAMILY SINCE 2004
One of the oldest Independent Registered Investment Advisors in the Charleston area, Family Asset Management has a track record for offering unconflicted financial guidance, privacy and exclusive access to customized services.
We recognize that our clients’ values are aligned with our own.
We strive to be much more than just an asset management firm. We aim to be a trusted confidant and lifelong advocate for our clients keeping you at a pace with a complex and ever-changing financial marketplace.
“We are invested in preserving our clients’ wealth. This means building customized solutions that we know will build a foundation that will benefit generations to come.” – Dan Russler
EMAIL US
ADDRESS
997 Morrison Drive, Suite 401
Charleston, SC 29403
PHONE
(843) 723.2994 main
(843) 724.7049 fax
KEEP IN TOUCH
See Family Asset Management’s Customer Relationship Summary and Form ADV Part 2A for additional information.