Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Charleston, SC
Beacon Pointe is a Charleston based wealth advisor and is one of the largest Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in Charleston focuses on full service financial planning and research driven investments.
Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning.
We look forward to connecting with you virtually or at our Charleston office to see how best we can assist you with your investment portfolio and financial planning needs.
Meet the Charleston Financial Advisor Team
Amanda Henderson
Director of Operations
Amanda is the Director of Operations for Beacon Pointe’s South Carolina office with over 20 years of experience in the financial services industry. Her primary duties include daily firm operations, implementing policy and procedures in addition to client servicing. Prior to joining Beacon Pointe Advisors, Amanda worked as the Securities Sales Associate for Carolina First Securities, now TD Ameritrade, and SunTrust Bank and then as the Operations Manager for CDA Group of Greenville, SC. She enjoys spending her free time outside wandering in nature, woodworking and adrenaline-packed adventure with her daughter.
Candice Armstrong
Senior Tax Advisor
Candice offers tax planning, preparation, and full accounting services for the Beacon Pointe South Carolina office. Being an Enrolled Agent with the Internal Revenue Service and a licensed attorney in the state of South Carolina affords her the ability to remain up-to-date on the latest tax laws and updates, all the while keeping clients compliant. Prior to working at Beacon Pointe, Candice had more than fifteen years’ combined experience in the private and public accounting sectors, specializing in small business formation, accounting, planning, and tax preparation. In her free time, Candice enjoys traveling with her family and staying active through yoga practice.
J. Kent Giguere, Jr., CFP®, ChFC®
Partner, Senior Wealth Advisor
Kent Giguere, Jr. is a senior wealth advisor for the Beacon Pointe South Carolina office is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Kent worked as Chief Operating Officer for CDA Group, a boutique financial planning firm serving high-net-worth families and business owners. Kent holds the CERTIFIED FINANCIAL PLANNER ™ (CFP®) certification and Chartered Financial Consultant (ChFC®) designation. Kent graduated from Wofford College with a bachelor’s degree in Finance. In his free time, Kent enjoys hunting, golfing, and chasing his three boys around.
Jennifer Romanosky
Client Service Associate
Jennifer is a member of Beacon Pointe’s Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include office administration, scheduling, and communicating with clients to provide the highest levels of service. Outside the office, Jennifer enjoys crafting with her Cricut and spending time with her husband and five daughters.
Joe D. Schofield, III
Partner, Managing Director
Joe D. Schofield III, is a partner and managing director of Beacon Pointe’s South Carolina office with over 27 years of professional experience in advising high net worth families and business owners. Prior to joining Beacon Pointe Advisors, Joe was the Chief Executive Officer and Partner of CDA Group LLC, a boutique financial planning firm serving high net worth families and business owners. Joe’s primary responsibilities are advising clients on investment policy development, portfolio construction, asset allocation, risk management and wealth and estate transfer planning. Joe graduated from Clemson University in 1989 with a BS in Management.
Matt Bockhorst
Associate Wealth Advisor
Matt is an Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Matt was a student-athlete at Clemson University where he played football. During his time at Clemson, Matt earned a BS in Financial Management with an emphasis in Banking & Investments and remains enrolled in the MBA program until August 2022. Outside of the office, he enjoys offshore fishing, hunting and spending time on the lake with his friends and family.
Merriweather Mulé, CFP®, CDFA®
Senior Wealth Advisor
Merriweather Mulé is a Senior Wealth Advisor for Beacon Pointe’s South Carolina office and is passionate about providing integrated goals-based financial planning to help clients achieve their wealth aspirations. She focuses on custom investment management and tax planning strategies for her clients. As a member of the Beacon Pointe Women’s Advisory Institute, Merriweather also helps to provide female clients and their families with peace of mind to meet their long-term life and legacy goals. She is experienced in helping individuals going through a divorce to confidently transition into their next phase of life post-settlement. Merriweather was voted a 2022 finalist in The Post & Courier’s Charleston’s Choice for Wealth Management.
Prior to joining Beacon Pointe, Merriweather served as a Wealth Strategist for CornerCap Wealth Advisors. She graduated from College of Charleston with a Bachelor of Science in Business Administration with a concentration in Finance. She holds the Certified Financial Planner™ (CFP®) and Certified Divorce Financial Analyst® (CDFA®) designations. Outside of the office, Merriweather enjoys spending time with her husband and two children.
Peyton Steigerwald, CFP®
Associate Wealth Advisor
As an Associate Wealth Advisor, Peyton is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Peyton graduated from Clemson University with a degree in Financial Management with an emphasis in Financial Planning and a minor in Accounting. Peyton is a Certified Financial Planner™ designation holder. Outside of the office, Peyton enjoys playing golf and spending time with friends and family.
Rebekah Blake
Insurance Support Specialist
Rebekah is an Insurance Support Specialist for Beacon Pointe’s South Carolina office. Her duties include insurance underwriting and service requests. Prior to joining Beacon Pointe Advisors, Rebekah worked as an associate financial representative for Northwestern Mutual before transitioning to her role as an Insurance Support Specialist for CDA Group. Rebekah graduated from Liberty University with a bachelor’s degree in fashion merchandising and history. She brings over five years of experience in the risk product market and holds a South Carolina Life & Health insurance license. She has a background in office, event, food service and retail management. In her spare time, Rebekah enjoys getting outside to hike, bike, kayak and swim. She also loves spending time with her nieces and nephews and serving in several capacities for her local church.
Steven Bright
Partner, Senior Wealth Advisor
Steven is responsible for client servicing and new client development in Beacon Pointe’s South Carolina office and focuses on comprehensive financial planning, risk management and asset protection. Prior to joining Beacon Pointe, Steven served as a financial representative for Carolinas Wealth Management Group, Inc. before joining CDA Group as a private wealth manager. Steven graduated from Vanderbilt University before joining Carolinas Wealth Management Group, Inc. Steven enjoys playing golf and spending time with his wife and their three children.
Meet the Charleston Financial Advisor Team
Amanda Henderson
Director of Operations
Amanda is the Director of Operations for Beacon Pointe’s South Carolina office with over 20 years of experience in the financial services industry. Her primary duties include daily firm operations, implementing policy and procedures in addition to client servicing. Prior to joining Beacon Pointe Advisors, Amanda worked as the Securities Sales Associate for Carolina First Securities, now TD Ameritrade, and SunTrust Bank and then as the Operations Manager for CDA Group of Greenville, SC. She enjoys spending her free time outside wandering in nature, woodworking and adrenaline-packed adventure with her daughter.
Candice Armstrong
Senior Tax Advisor
Candice offers tax planning, preparation, and full accounting services for the Beacon Pointe South Carolina office. Being an Enrolled Agent with the Internal Revenue Service and a licensed attorney in the state of South Carolina affords her the ability to remain up-to-date on the latest tax laws and updates, all the while keeping clients compliant. Prior to working at Beacon Pointe, Candice had more than fifteen years’ combined experience in the private and public accounting sectors, specializing in small business formation, accounting, planning, and tax preparation. In her free time, Candice enjoys traveling with her family and staying active through yoga practice.
J. Kent Giguere, Jr., CFP®, ChFC®
Partner, Senior Wealth Advisor
Kent Giguere, Jr. is a senior wealth advisor for the Beacon Pointe South Carolina office is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Kent worked as Chief Operating Officer for CDA Group, a boutique financial planning firm serving high-net-worth families and business owners. Kent holds the CERTIFIED FINANCIAL PLANNER ™ (CFP®) certification and Chartered Financial Consultant (ChFC®) designation. Kent graduated from Wofford College with a bachelor’s degree in Finance. In his free time, Kent enjoys hunting, golfing, and chasing his three boys around.
Jennifer Romanosky
Client Service Associate
Jennifer is a member of Beacon Pointe’s Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include office administration, scheduling, and communicating with clients to provide the highest levels of service. Outside the office, Jennifer enjoys crafting with her Cricut and spending time with her husband and five daughters.
Joe D. Schofield, III
Partner, Managing Director
Joe D. Schofield III, is a partner and managing director of Beacon Pointe’s South Carolina office with over 27 years of professional experience in advising high net worth families and business owners. Prior to joining Beacon Pointe Advisors, Joe was the Chief Executive Officer and Partner of CDA Group LLC, a boutique financial planning firm serving high net worth families and business owners. Joe’s primary responsibilities are advising clients on investment policy development, portfolio construction, asset allocation, risk management and wealth and estate transfer planning. Joe graduated from Clemson University in 1989 with a BS in Management.
Matt Bockhorst
Associate Wealth Advisor
Matt is an Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Matt was a student-athlete at Clemson University where he played football. During his time at Clemson, Matt earned a BS in Financial Management with an emphasis in Banking & Investments and remains enrolled in the MBA program until August 2022. Outside of the office, he enjoys offshore fishing, hunting and spending time on the lake with his friends and family.
Merriweather Mulé, CFP®, CDFA®
Senior Wealth Advisor
Merriweather Mulé is a Senior Wealth Advisor for Beacon Pointe’s South Carolina office and is passionate about providing integrated goals-based financial planning to help clients achieve their wealth aspirations. She focuses on custom investment management and tax planning strategies for her clients. As a member of the Beacon Pointe Women’s Advisory Institute, Merriweather also helps to provide female clients and their families with peace of mind to meet their long-term life and legacy goals. She is experienced in helping individuals going through a divorce to confidently transition into their next phase of life post-settlement. Merriweather was voted a 2022 finalist in The Post & Courier’s Charleston’s Choice for Wealth Management.
Prior to joining Beacon Pointe, Merriweather served as a Wealth Strategist for CornerCap Wealth Advisors. She graduated from College of Charleston with a Bachelor of Science in Business Administration with a concentration in Finance. She holds the Certified Financial Planner™ (CFP®) and Certified Divorce Financial Analyst® (CDFA®) designations. Outside of the office, Merriweather enjoys spending time with her husband and two children.
Peyton Steigerwald, CFP®
Associate Wealth Advisor
As an Associate Wealth Advisor, Peyton is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Peyton graduated from Clemson University with a degree in Financial Management with an emphasis in Financial Planning and a minor in Accounting. Peyton is a Certified Financial Planner™ designation holder. Outside of the office, Peyton enjoys playing golf and spending time with friends and family.
Rebekah Blake
Insurance Support Specialist
Rebekah is an Insurance Support Specialist for Beacon Pointe’s South Carolina office. Her duties include insurance underwriting and service requests. Prior to joining Beacon Pointe Advisors, Rebekah worked as an associate financial representative for Northwestern Mutual before transitioning to her role as an Insurance Support Specialist for CDA Group. Rebekah graduated from Liberty University with a bachelor’s degree in fashion merchandising and history. She brings over five years of experience in the risk product market and holds a South Carolina Life & Health insurance license. She has a background in office, event, food service and retail management. In her spare time, Rebekah enjoys getting outside to hike, bike, kayak and swim. She also loves spending time with her nieces and nephews and serving in several capacities for her local church.
Steven Bright
Partner, Senior Wealth Advisor
Steven is responsible for client servicing and new client development in Beacon Pointe’s South Carolina office and focuses on comprehensive financial planning, risk management and asset protection. Prior to joining Beacon Pointe, Steven served as a financial representative for Carolinas Wealth Management Group, Inc. before joining CDA Group as a private wealth manager. Steven graduated from Vanderbilt University before joining Carolinas Wealth Management Group, Inc. Steven enjoys playing golf and spending time with his wife and their three children.
Meet the Charleston Financial Advisor Team
Amanda Henderson
Director of Operations
Amanda is the Director of Operations for Beacon Pointe’s South Carolina office with over 20 years of experience in the financial services industry. Her primary duties include daily firm operations, implementing policy and procedures in addition to client servicing. Prior to joining Beacon Pointe Advisors, Amanda worked as the Securities Sales Associate for Carolina First Securities, now TD Ameritrade, and SunTrust Bank and then as the Operations Manager for CDA Group of Greenville, SC. She enjoys spending her free time outside wandering in nature, woodworking and adrenaline-packed adventure with her daughter.
Candice Armstrong
Senior Tax Advisor
Candice offers tax planning, preparation, and full accounting services for the Beacon Pointe South Carolina office. Being an Enrolled Agent with the Internal Revenue Service and a licensed attorney in the state of South Carolina affords her the ability to remain up-to-date on the latest tax laws and updates, all the while keeping clients compliant. Prior to working at Beacon Pointe, Candice had more than fifteen years’ combined experience in the private and public accounting sectors, specializing in small business formation, accounting, planning, and tax preparation. In her free time, Candice enjoys traveling with her family and staying active through yoga practice.
J. Kent Giguere, Jr., CFP®, ChFC®
Partner, Senior Wealth Advisor
Kent Giguere, Jr. is a senior wealth advisor for the Beacon Pointe South Carolina office is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Kent worked as Chief Operating Officer for CDA Group, a boutique financial planning firm serving high-net-worth families and business owners. Kent holds the CERTIFIED FINANCIAL PLANNER ™ (CFP®) certification and Chartered Financial Consultant (ChFC®) designation. Kent graduated from Wofford College with a bachelor’s degree in Finance. In his free time, Kent enjoys hunting, golfing, and chasing his three boys around.
Jennifer Romanosky
Client Service Associate
Jennifer is a member of Beacon Pointe’s Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include office administration, scheduling, and communicating with clients to provide the highest levels of service. Outside the office, Jennifer enjoys crafting with her Cricut and spending time with her husband and five daughters.
Joe D. Schofield, III
Partner, Managing Director
Joe D. Schofield III, is a partner and managing director of Beacon Pointe’s South Carolina office with over 27 years of professional experience in advising high net worth families and business owners. Prior to joining Beacon Pointe Advisors, Joe was the Chief Executive Officer and Partner of CDA Group LLC, a boutique financial planning firm serving high net worth families and business owners. Joe’s primary responsibilities are advising clients on investment policy development, portfolio construction, asset allocation, risk management and wealth and estate transfer planning. Joe graduated from Clemson University in 1989 with a BS in Management.
Matt Bockhorst
Associate Wealth Advisor
Matt is an Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Matt was a student-athlete at Clemson University where he played football. During his time at Clemson, Matt earned a BS in Financial Management with an emphasis in Banking & Investments and remains enrolled in the MBA program until August 2022. Outside of the office, he enjoys offshore fishing, hunting and spending time on the lake with his friends and family.
Merriweather Mulé, CFP®, CDFA®
Senior Wealth Advisor
Merriweather Mulé is a Senior Wealth Advisor for Beacon Pointe’s South Carolina office and is passionate about providing integrated goals-based financial planning to help clients achieve their wealth aspirations. She focuses on custom investment management and tax planning strategies for her clients. As a member of the Beacon Pointe Women’s Advisory Institute, Merriweather also helps to provide female clients and their families with peace of mind to meet their long-term life and legacy goals. She is experienced in helping individuals going through a divorce to confidently transition into their next phase of life post-settlement. Merriweather was voted a 2022 finalist in The Post & Courier’s Charleston’s Choice for Wealth Management.
Prior to joining Beacon Pointe, Merriweather served as a Wealth Strategist for CornerCap Wealth Advisors. She graduated from College of Charleston with a Bachelor of Science in Business Administration with a concentration in Finance. She holds the Certified Financial Planner™ (CFP®) and Certified Divorce Financial Analyst® (CDFA®) designations. Outside of the office, Merriweather enjoys spending time with her husband and two children.
Peyton Steigerwald, CFP®
Associate Wealth Advisor
As an Associate Wealth Advisor, Peyton is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Peyton graduated from Clemson University with a degree in Financial Management with an emphasis in Financial Planning and a minor in Accounting. Peyton is a Certified Financial Planner™ designation holder. Outside of the office, Peyton enjoys playing golf and spending time with friends and family.
Rebekah Blake
Insurance Support Specialist
Rebekah is an Insurance Support Specialist for Beacon Pointe’s South Carolina office. Her duties include insurance underwriting and service requests. Prior to joining Beacon Pointe Advisors, Rebekah worked as an associate financial representative for Northwestern Mutual before transitioning to her role as an Insurance Support Specialist for CDA Group. Rebekah graduated from Liberty University with a bachelor’s degree in fashion merchandising and history. She brings over five years of experience in the risk product market and holds a South Carolina Life & Health insurance license. She has a background in office, event, food service and retail management. In her spare time, Rebekah enjoys getting outside to hike, bike, kayak and swim. She also loves spending time with her nieces and nephews and serving in several capacities for her local church.
Steven Bright
Partner, Senior Wealth Advisor
Steven is responsible for client servicing and new client development in Beacon Pointe’s South Carolina office and focuses on comprehensive financial planning, risk management and asset protection. Prior to joining Beacon Pointe, Steven served as a financial representative for Carolinas Wealth Management Group, Inc. before joining CDA Group as a private wealth manager. Steven graduated from Vanderbilt University before joining Carolinas Wealth Management Group, Inc. Steven enjoys playing golf and spending time with his wife and their three children.
Connect with one of our trusted Financial Advisors in Charleston, SC.
We are here to be a partner with you on your personal wealth journey. Please contact us if we can be of service.
