Investment Management in Charleston, SC

You shouldn’t need a finance degree to feel in control of your portfolio. That’s why at Bellerophon Wealth Management, investment management is free from jargon and hype, grounded instead in education, alignment, and thoughtful strategy that actually makes sense for you.

We help our clients understand not just what we’re doing with their money, but why. Because the way we see it, when you understand the strategy, you’ll stay grounded through uncertainty and make smarter decisions over time.

Whether you’re a business owner navigating liquidity events, an executive optimizing equity comp, or simply someone who wants their money to work harder, we bring tailored investment advice backed by research and rooted in real life.

As a fiduciary financial advisor, we put your best interest first. No sales incentives or hidden agendas. Just honest advice and clear direction.

As an independent investment consultant in Charleston, SC, we’re free to recommend the strategies, portfolios, and tools that best fit your core values and long-term objectives

Running a business means your personal wealth is often tied to your company. We help entrepreneurs diversify wisely, build liquidity, and prepare for transitions without neglecting the day-to-day demands of growth.

If you’re a business owner looking for investment advice that supports your company and your personal financial future, we’ve got you covered.

Expect questions and clarity. Expect to understand your investments better than you ever have before.

We’ll break down the data and teach you what matters (and what doesn’t). Together we’ll build a strategy that fits within your holistic financial plan so your portfolio isn’t floating in a vacuum.

This is wealth management that sees the full picture and respects your time, your intelligence, and your ambition.