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About

At Daniel Wealth Management, we understand that you have worked hard and spent your blood, sweat, and tears to build and accumulate your wealth. Now you want to make sure that your wealth works hard for you.  We listen to understand your dreams, so we can have a shared vision and clear understanding of your wishes. We will work together to customize a personalized game plan to assist you. We strive to protect, manage, and grow the envision of your future with the least amount of risk as you pursue your goals.

Daniel Wealth Management is based in a small town - Sumter, SC. We are about an hour from everywhere… and enjoy the hometown feel and hospitality that the south brings. We believe in the personal touch of caring, and the prudence and diligence of Comprehensive Wealth Management. We are here to assist as you accumulate your wealth, celebrate the milestones with you, and transition wealth to multiple generations.

We serve a select group of individuals, families, and business owners throughout the eastern sea board and beyond. Contact us today for a commitment-free consultation.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC