Partner | Chief Investment Officer
Briggs Huddleston
B.S. Business Administration and Economics, The College of Charleston
15+ Years in Wealth Management
How I Help Optimize Wealth:
I guide investment strategy with discipline and rigor, committed to a relentless pursuit of enhancing your returns.
James Kempson III, CPA
Partner | Chief Operating Officer
B.A. Finance, Wofford College
M.S. Accountancy, The College of Charleston
10+ Years in Public Accounting, Tax
How I Help Optimize Wealth:
I coordinate tax strategy and financial affairs with precision and care, committed to simplifying complexity so families can make decisions with clarity.
George Ramsay II, CFP®
Senior Private Wealth Advisor
B.A. Finance & Management, University of South Carolina
M.B.A. Finance, The College of Charleston
6+ Years in Wealth Management
How I Help Optimize Wealth:
I design wealth strategies with care and discernment, committed to helping achieve meaningful outcomes for you and your family.
Let’s start discerning your wealth’s potential
We begin every relationship with the aim of cultivating a genuine, personal connection, ensuring you feel valued, understood, and confident in entrusting your wealth to us. Reach out to us to start a conversation about your wealth’s potential.