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Retirement Planning with Runey & Associates

SPECIALIZING IN RETIREMENT PLANNING

At Runey & Associates, building a quality relationship with you is just as important as helping you reach your financial goals through proper retirement planning.

As a client you benefit from exceptional, personalized service, unlimited accessibility to our expert team, as well as the individual attention that lets you know you are important.

This, above all, is a distinction we’re proud to sustain and why many clients introduce us to their friends and family, a trust we hold in high esteem.

Free Retirement Planning Consultations with Runey & Associates Wealth Management.

NO COST
CONSULTATIONS

Fee Only Retirement Planning with Runey & Associates Wealth Management.

FEE ONLY

Fiduciary Retirement Planning with Runey & Associates Wealth Management.

FIDUCIARY

Respected Credentials

Jamie Runey Charleston Wealth Management

JAMES B. RUNEY III, CFA®, MBA

Jamie, a CFA® Charterholder, founded Runey & Associates Wealth Management and also serves as its Chief Executive Officer. He holds a BS in Mechanical Engineering from the University of South Carolina as well as an MBA from the Moore School of Business.  

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LINDA ENGBLOM RUNEY, COO, MBA

Linda served as the CFO for Sivantos, managing over $250M in annual revenue before joining Runey & Associates Wealth Management as its Chief Operating Officer. She holds a BS in Finance from the University of Utah as well as an MBA from the Moore School of Business, University of South Carolina (USC).

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TYLER PETERSON, CPA, MBA

Tyler Peterson is an Associate Financial Advisor at Runey & Associates Wealth Management. He holds a Certified Public Accountant (CPA) designation, which distinguishes licensed accounting professionals committed to protecting the public interest. Tyler obtained his BBA in Accounting at Saint Bonaventure University where he also went on to receive his MBA. 

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We understand what’s most
important to you

– EXCLUSIVE –

Our clients, aged 50 and older, are invited to join an exclusive group with exceptional, personalized service. $1M investable assets needed.

– ACCESSIBLE –

It’s a nice feeling to be able to call someone, at any time, who has an intimate knowledge of your financial situation rather than calling a 1-800 number.

– EDUCATION-BASED ADVICE –

Clients choose us because they want to understand “why” a course of action may be best for them, rather than being sold to.

– EXPERTISE –

Since we specialize in retirement planning, you can feel assured knowing we have many experiences to draw from and apply to your unique situation.

CONFIDENCE

You have a partner
on your side

We exist to become your financial partner for life. You can feel confident you are making well-informed decisions guided by our professional experience, our singular focus on retirement advice, as well as the fact that we teach retirement classes.

Retirement Planning for those 50+

More Than Just Wealth

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