Financial Planning with Heart. Guidance You Can Trust.
Learn MoreClarity and Confidence for Life’s Biggest Transitions.
Learn MoreGrow, Protect, and Simplify Your Financial Life.
Learn MoreClarity, Confidence, and Financial Partnership
Gillen Wealth Management, LLC is an independent Charleston financial planner serving clients locally and nationwide. We help individuals, couples, and families build long-term financial security through strategies that are highly personal, grounded in trust, and tailored to each client’s goals.
Our Financial Planning Services
Retirement Planning
Build a clear strategy to support the lifestyle you want before and after retirement.
Investment Management
Create and manage a personalized portfolio aligned with your goals and risk tolerance.
Divorce Financial Planning
Navigate financial decisions during and after divorce with clarity and confidence.
Widowhood Financial Planning
Organize finances and plan for the future with steady guidance after loss.
Insurance and Risk Management
Protect your income, assets, and loved ones with smart risk management strategies.
Debt and Savings Strategies
Balance debt reduction and savings growth to move forward with confidence.
Who We Work With
At Gillen Wealth Management LLC, we work with people who want thoughtful, personalized financial guidance at key stages of life. As a trusted Charleston financial planner, we serve:
- Women navigating major life transitions (divorce or widowhood)
- Individuals & couples preparing for retirement
- Professionals unsure if they’re on track
- Families balancing multiple financial goals
- Business owners looking for trusted guidance
Why Choose Us
At Gillen Wealth Management LLC, we combine expertise with personal guidance. Clients choose us because we listen first, customize strategies, and put their best interests at the center of every decision.
- Fiduciary responsibility
- Customized planning
- Trusted credentials
- Empathy & expertise
- Charleston roots + national reach
What You Can Expect
Let’s Start Planning Your Financial Future
Ready to work with a financial advisor who truly listens and puts your goals first? Whether you’re here in Charleston or connecting with us virtually, we’ll help you move forward with clarity and confidence.
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