About Runey & Associates Wealth Management
Runey & Associates Wealth Management is a fee-only fiduciary financial advisor specializing in personalized retirement planning for individuals over 50 with accumulated assets of $1M or more. Based in the Charleston/Mount Pleasant, SC area, they provide comprehensive financial planning, retirement planning, wealth management, tax planning, and investment management services. Their team is dedicated to building trustworthy and productive partnerships with clients. They take the time to understand clients' goals and create customized plans to help them achieve a happy and healthy retirement. With a focus on personalized service, they are responsive to clients' needs, providing expert guidance and presenting options for informed decision-making. Clients feel confident and secure in their retirement, enjoying the freedom to pursue their passions and interests. The team's expertise in investments, retirement, and tax planning gives clients peace of mind, and their informative, attentive, and professional approach allows clients to visualize their financial future clearly and feel comfortable with the guidance provided.
Exceptional company with high standards and values. Jamie and Tyler have assisted us in retirement planning for the near future as well as investing to take advantage of tax savings. My husband is a small business owner and they are well versed on tax code and business planning. At every consult they listen to our concerns and goals and meet us 'where we are'. They give sound guidance and keep us on the path to a retirement that will be financially secure. They are always available for questions between in-person meetings. They have recommended other estate professionals when needed. We feel that they are invested in our current financial stability and our goals for the… read full review
The team at Runey & Associates was absolutely unreal. They were intentional with their time and helped explain everything in a way that was easy to understand. I am feeling so much more comfortable about my finances going forward and I could not recommend them enough! Thank you!
I have known and worked with Tyler Peterson for years and followed him to Runey & Associates. Tyler is not only knowledgeable and hardworking; but transparent and a great communicator with misc. questions as life happens and changes need to be made. I am very appreciative of his work and would highly recommend his services!
Monday 8AM - 5PM
Tuesday 8AM - 5PM
Wednesday 8AM - 5PM
Thursday 8AM - 5PM
Friday 8AM - 5PM
Saturday Closed
Sunday Closed
761 Coleman Boulevard Ste East, Mount Pleasant, SC 29464
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