Invest with experienced guidance
Times change and priorities shift, but you can count on us to be there for you
At Rodenberg Asset Management of Raymond James, we have a strong connection to Charleston. Our heritage here goes back to a simpler time when corner stores, like our family's grocery, were full of smiling, helpful employees.
Sometimes it's good to see history repeat itself. We still believe in personal service and thoughtful attention to detail as we cross generations and industries to help provide you with the customized financial guidance you deserve.
By spending time with you to truly understand your concerns, goals and aspirations, we can provide a tailored plan designed to help build and transfer wealth, and preserve your assets. All the while, coordinating with your other professional advisors for a truly holistic, long-term financial plan that evolves as your life does.
Comprehensive Planning
There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.
Risk Management
Financial Planning
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Investment Strategies
Portfolio Management
Retirement Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
Risk Management
Financial Planning
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Get to know Our Team
Information & insight
Fixed income focus
Infographic: Three “T’s” of effective trustees
Offer your employees a competitive benefits package
Not a good report on personal income and spending in May
The Fed has room to lower rates to keep the expansion going
Fixed income focus
Infographic: Three “T’s” of effective trustees
Offer your employees a competitive benefits package
Not a good report on personal income and spending in May
- Rodenberg Asset Management of Raymond James
- 360 Concord St Ste 210 Charleston, SC 29401-6305
- T: 843.720.3500
- F: 843.720.3535
- TF: 866.384.9891
- Map & Directions
- Map & Directions
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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