Objectivity Squared

Objectivity Squared is a wealth management firm in Charleston, SC, located at 701 E. Bay St Suite 403. This independent, registered investment advisory firm serves individuals, families, and businesses by providing a holistic approach to financial complexities. The firm's process integrates financial rigor and thoughtful counsel with a focus on building long-term, trusting relationships.

The team at Objectivity Squared includes professionals with diverse backgrounds in finance, real estate, and hospitality. Alex leads the firm with a focus on comprehensive frameworks to support the lives clients wish to create. Nick provides logistics and problem-solving expertise, having worked in financial services since 1999. John manages the firm's systems, technology, and infrastructure, drawing on previous experience in commercial photography and real estate underwriting. Britton, who joined the firm in 2008, utilizes a background in hospitality management to coordinate details and manage client experiences. Carson leads the investment function, where he designs portfolio strategy, evaluates opportunities, monitors risk exposures, and translates market dynamics into actionable decisions.

The firm is situated on East Bay Street, approximately a tenth of a mile from the Cigar Factory Marker and Early College High School.

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Services:

• Client Relationship Management
• Holistic Financial Planning
• Investment Advisory
• Sustainable Wealth Management