Contact Us

If you’d like to explore the possibility of working with us or learning more about our services, please don’t hesitate to reach out to: 

Address2648 Augustus Street
Daniel Island, SC 29492

HoursMon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment

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James D. Sheehan

CFP®, CPWA®
Founder | Managing Partner


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Shawn R. Tighe

CFP®
Managing Partner


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