Vandalia Wealth

Charleston, South Carolina

ArisGarde is an independent wealth management firm based in Charleston, South Carolina, offering estate planning, financial planning, investment management, retirement planning, and insurance analysis. Led by Josh Friedlander, the firm serves individuals and business owners both locally and nationally, with a stated approach centered on proactive planning aligned to clients' personal, professional, and philanthropic objectives.

Summersville, West Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Summersville, West Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Charleston, West Virginia

NTV Asset Management is a federally registered investment adviser in Charleston, West Virginia, managing over $900 million in client assets since 2000. The firm offers discretionary investment management and portfolio monitoring services to high-net-worth individuals, charitable trusts, IRAs, and corporate retirement plans, with custody through Charles Schwab. Its leadership team includes professionals with decades of combined investment experience and relevant credentials including CFA and Series 65/66 licenses, with specialized capabilities in financial planning, tax strategy, and estate matters.

Lewisburg, West Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Lewisburg, West Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.