Lynch Cracraft Wealth Management of Raymond James

Lynch Cracraft Wealth Management of Raymond James is a financial planner in Charleston, SC. The firm provides personalized financial services, support, and guidance to help individuals, families, and institutions navigate market challenges and pursue their financial goals. Their approach focuses on helping clients through life milestones such as starting a business, having children, or retiring. They offer comprehensive planning that covers retirement, children’s education, and wealth preservation. The team also serves businesses with corporate retirement plan consulting, acting as an ERISA 3(21) fiduciary or ERISA 3(38) investment manager. They assist with investment menu curation, fiduciary services, and employee outreach for plans ranging from small businesses to large corporations and nonprofits. Additionally, they provide business planning services, including business valuation, succession planning, and guidance for selling or transitioning a business.

The office operates as a diverse team united behind clients’ goals. They utilize a multifaceted approach to financial success, combining strategic asset allocation and disciplined portfolio rebalancing. The team conducts thorough and objective research to discover managers with time-tested track records. They access professional contacts and conduct due diligence, including conference calls and visits, to ensure strategies align with client objectives. Their process begins with a conversation to understand what is important to the client. They design a plan based on this understanding, present it for review, and handle the implementation and paperwork. The firm reviews the progress of the plan regularly to ensure it stays on track. They work alongside tax professionals and attorneys to develop a comprehensive picture of a client’s legal, structural, operational, and financial situation.

The firm holds a rating of 5.00 based on one review, reflecting the trust clients place in their guidance. The team leverages the resources of Raymond James, a major diversified financial company, to meet the needs of organizations of any size. Their experience helps them integrate with clients to complement their strengths.

Lynch Cracraft Wealth Management of Raymond James brings its comprehensive planning and fiduciary expertise to the financial community in Charleston.

The office is located in Charleston, SC, near Aquarium Wharf and the Philip Simmons memorial, both within a tenth of a mile. It is also close to Gadsden's Wharf and the SC Aquarium.

BizScoreAI gives Lynch Cracraft Wealth Management of Raymond James a Performance score of 87 out of 100. This strength measures how quickly the website loads, which keeps visitors on the page and is one of the factors search engines use in ranking. The firm also holds an Authority score of 75 out of 100. This measures whether the website shows who is behind the business, a trust signal AI assistants and search engines weigh when deciding whom to recommend.

Services:

• Business Planning
• College Tuition Planning
• Corporate Retirement Plans Consulting
• Estate, Charitable Giving & Trust Financial Planning
• Financial Planning
• Investment Banking
• Investment Strategies Portfolio Management
• Legacy Planning