Pawleys Island · Myrtle Beach · Grand Strand, SC
Wealth Planning for People Who Think Bigger.
We do wealth planning for your big life. Taxes, insurance, retirement, estate, and legacy planning for a select group of families and business owners who expect more.
FOR THOSE WHO EXPECT MORE
This is for you if your financial life is more complex than average.
We work with a select group of families and business owners who expect more from their financial strategy. Our concierge approach isn’t for everyone, and that’s by design.
If you’re looking for basic investment management, this is likely not the right fit. We specialize in comprehensive planning, not portfolio management alone.
- High-income households and families with growing net worth
- Business owners, entrepreneurs, and those planning an exit
- Professionals with complex tax, insurance, or estate needs
- High-net-worth individuals approaching or transitioning into retirement
- Those who want proactive, coordinated guidance, not reactive advice
The SignatureLife Framework
We don't just manage investments. We build complete wealth strategies.
Most financial advisors focus on one piece of the puzzle. We focus on how everything works together, because your life isn't one-dimensional, and your financial plan shouldn't be either.
Lifestyle Planning
get a clear picture of the life that you want today and in retirement
Investment Strategy
risk tolerance, asset allocation, investment products
Debt Management
budgets, consumer debt, mortgage, student loans
Insurance Needs
P&C, life insurance, disability, long-term care
Tax Planning
business, gifts & estate, loss harvesting, retirement, HSA
Retirement Planning
secured income, social security, distributions
Estate Planning
wills and trusts, power of attorney, advanced directives
Wealth Sharing
education planning, boomerang kids, elderly parents
15
Locations Across the Southeast
1970
Serving Clients Since
3,560+
Families Served
as of 1/26/2026
2.8B
In Client Assets Under Management as of 1/26/2026
ABOUT OUR FIRM
Our local team is committed to the Grand Strand.
Led by Forbes Best-In-State Wealth Advisor Chip Munn, our Pawleys Island team brings decades of comprehensive planning expertise to the Grand Strand.
We’re rooted here. We understand what it means to build a life on the coast and what it takes to protect and grow it for the next generation.
Our high-touch team is built to serve complex, high-net-worth financial clients who value lifestyle today and in retirement. You can have both.
START THE CONVERSATION
Pawleys Island, SC Wealth Advisors
Schedule a complimentary, no-pressure consultation. This is just a conversation, not a sales pitch. We’ll help you decide if we’re the right team for your financial life.
159 Library Lane, Pawleys Island, SC 29585 | (843) 353-3128
