Broker Check

Clarity, 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.

Learn more

Investment Management

Create and manage a personalized portfolio aligned with your goals and risk tolerance.

Learn more

Divorce Financial Planning

Navigate financial decisions during and after divorce with clarity and confidence.

Learn more

Widowhood Financial Planning

Organize finances and plan for the future with steady guidance after loss.

Learn more

Insurance and Risk Management

Protect your income, assets, and loved ones with smart risk management strategies.

Learn more

Debt and Savings Strategies

Balance debt reduction and savings growth to move forward with confidence.

Learn more
Who We Work With

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

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

Clear Guidance

Plain-English advice without the jargon.

Personalized Planning

A strategy tailored to your goals and stage of life.

Ongoing Support

Proactive check-ins as your life changes.

Trusted Recommendations

Transparent guidance designed for long-term security.

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.

Schedule Consultation

Financial Planning Insights, Straight to Your Inbox

Sign up for practical tips and updates to help you plan with clarity and confidence.

Thank you!
Oops!