Experience and Education

George provides personalized wealth management solutions for high-net-worth individuals, families, business owners, foundations and entrepreneurs. He designs, implements and monitors customized investment solutions with a focus on clients’ long-term objectives and cash flow needs. George also provides integrated planning and investment strategies for growing and protecting clients’ wealth, including tax and estate planning, risk management and retirement planning.

George has a bachelor’s degree in economics with a focus on finance and business from the College of Charleston.