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Personal service tailored to the individual client's financial situation and goals. "Bespoke Advice"

1 h
Free Consultation
170 Meeting Street

Service Description

At Akin Investments, we offer a comprehensive Estate Planning Review to assess your existing estate plans, ensuring they align with your family's legacy goals. Our process is collaborative, often involving your attorneys and accountants to create a seamless strategy tailored to your unique needs. Trust in our 40 years of Wall Street experience to guide your financial legacy with professionalism and expertise.

Contact Details

  • 170 Meeting Street 1st floor suite 110, Charleston, SC, USA

    843-822-4789

    shakin@akininvestment.com

Web Content Accessibility

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Privacy Policy. 

Akin Investment never sells your information. All information gathered on this website is for the purpose of helping our clients and nothing is shared or sold to any third party. We value our clients trust and privacy.

 

This web site contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites.  We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information. 

 

External links disclaimer. Throughout our site you will find links to external websites Although we make every effort to ensure these links are accurate, up to date and relevant, Akin Investment Advisory cannot take responsibility for pages maintained by external providers. Â Please note that external links from this website are provided as a courtesy. We take no responsibility for information contained on external links from this website. 

 

Registration or subscriptions

In order to use certain sections like our “Book online” feature on this website, a user must first complete the registration form.  During registration a user is required to give certain information (such as name and email address). This information is used to contact you about the services on our site in which you have expressed interest.  At your option, you may also provide demographic information (such as gender or age) about yourself, but it is not required. 

 

Legend

This site is intended for clients and interested investors residing in states where Akin Investments, llc is qualified to provide investment services. Akin Investments, llc is a Registered Investment Adviser, located in Charleston, South Carolina registered with the State of South Carolina and the State of Mississippi. Akin Investments, llc may conduct business in those states or locations in which it is registered or qualifies for an exemption or exclusion from registration requirements similar to or as provided for under established de minimis rules.

 

Akin Investments, llc website in no event shall the presence of this website on the internet be interpreted or construed as a solicitation to provide investment advisory services outside of the State of South Carolina, the State of Mississippi or outside of those states with an established de minimis rule. If you have questions on your specific situation please reach out to Akin Investments, llc at (843)-822-4789.

 

Akin Investments, llc does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Akin Investments, llc. web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. 

 

View our ADV firm brochure

View our ADV firm brochure

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