1. WEALTH MANAGEMENT, FINANCIAL SERVICES
Charleston
Wealth Management
T
he financial world has become incredibly
sophisticated and complex. There is an
abundance of financial information and
advice available, but who can you really trust
with your life savings? How do you protect
against fraud and theft? How do you know if
the advice you receive is sound and in your best
interest?
As an independent Financial Advisor, Michael
S. Midtvedt, Sr., designs wealth plans and im-
plements customized investment strategies for
individuals and business clients. He provides
unbiased financial guidance and an extensive
selection of nonproprietary investment vehi-
cles.
Most people want to be financially indepen-
dent, live a secure retirement, and eventually Michael S. Midtvedt Sr.
pass along a meaningful legacy. People de-
serve to know that their Financial Advisor is available only at the best Wall Street firms. “We 401(k) accounts. “We focus on providing cost
treating their money with the utmost fiduciary have access to institutional class mutual funds, savings, improving customer service and offer-
care, says Midtvedt. “My clients are my dearest private money managers and fund of hedge ing fiduciary protection,” Midtvedt says, noting
friends and we trust each other implicitly.” funds,” he says. “Additionally, clients love their that he scours the universe of plan providers to
online account access and special performance find the best strategy and augments their ser-
Before forming Charleston Wealth Manage- reports.” vices with local support.
ment, Midtvedt was a financial advisor with a
national financial institution. “With many firms, Midtvedt prefers to collaborate with a client’s When asked why he and his family relocated
the emphasis is on the quantity of new accounts tax and legal council. “High net worth individu- from the northeast, Midtvedt joked of having
generated as opposed to the quality of service als prefer a comprehensive, family office suite saltwater in his veins. “We were drawn to the
rendered,” he says. “Under those conditions it of services, and corporations demand that ev- incredible beauty and history this area has to
is difficult for even the best advisor to provide eryone is on the same page,” he explains. “I offer. The people here are so gracious, and the
exceptional service to each client.” quarterback the process to ensure that the cli- dynamic economy in Charleston supports im-
ent receives the very best treatment.” mense business and cultural opportunities. It
In going independent, Midtvedt wanted to en- took no time at all for our son and daughter to
sure his long-standing clients would endorse feel right at home as well.”
Midtvedt’s clients include entrepreneurs, man-
the change. He chose to affiliate with Linsco/ agers, retired executives, trusts, foundations,
Private Ledger (LPL), one of the largest broker- For prospective clients, Midtvedt provides
endowments, and employee retirement plans.
dealer serving independent financial advisors. complimentary portfolio evaluations, competi-
For corporate clients, Midtvedt offers a multi-
tive plan reviews and educational seminars.
LPL provides the type of investment platforms tude of pension, deferred compensation and
(843) 216-3773
Top Local Executive and Key Contact:
Fax (843) 216-3428
Michael Midtvedt Sr., LPL Registered Principal,
1330 Old Ivy Way
Financial Advisor. Securities offered through
Mt. Pleasant, SC 29464
Linsco/Private Ledger, member NASD/SIPC
www.charlestonwealthmanagement.com