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

25 Society Street
Charleston, SC 29401

PHONE

(843) 723.2994  main
(843) 724.7049  fax

KEEP IN TOUCH

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See Family Asset Management’s Customer Relationship Summary and Form ADV Part 2A for additional information.

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