Fiduciary Financial Advisor & Planner
Build Your Wealth
The next chapter of your story matters the most. Start building a solid future with expert guidance and smart strategies to take your financial potential to exactly where it needs to be.
Enjoy Your Wealth
During the final chapters of your story you should enjoy your hard-earned wealth and find comfort and pleasure in the security it provides. Make your money work wisely for you and your family.
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Investment News Best Wealth Advisor and Manager Under 40
Being named one of Investment News’ Best Wealth Managers and Advisors Under 40 is deeply meaningful. It reflects the heart Shari puts into every client relationship, and the belief that financial planning isn’t just about money—it’s about helping people feel secure, confident, and free to live the life they envision.
Our Fiduciary Financial & Investment Services
Cultivate Your Wealth for Sustainable Prosperity
Investment Management
Achieve your financial goals with a dedicated team that ensures every facet of your wealth is optimized for growth.
Financial Planning
We will assess your current situation, understand your goals and create a tailored plan covering budgeting, saving, debt management, retirement planning and more.
Investment Advisory
With personalized strategies based on your goals, risk tolerance and time horizon, we guide you in building a diversified investment portfolio.
Who We Serve
Tailored Solutions for Every Budget
Business Owners
We'll work alongside you to optimize your financial position, protect your business assets, and ensure a successful future for your enterprise it continues to expand.
LGBTQ+ Community
Our commitment to diversity drives us to provide tailored financial solutions that address your specific needs and aspirations with utmost respect and inclusivity.
Independent Women
From wealth management to retirement planning, our personalized approach ensures that you can navigate your financial future and embrace the independence you deserve.
Why GWA Wealth?
Fiduciary, Always
As a fiduciary, I am legally obligated to act in your best interest - no exceptions. Every recommendation is made with your goals, not commissions or incentives, in mind.
Clear, Transparent Advice
You should never feel confused about what you're paying and the value you're receiving. My approach is straightforward and transparent, so you always know how decisions are made and how they impact your financial future.
Personalized, Real-Life Planning
Your financial life isn't one-size-fits-all and your plan shouldn't be either. I build strategies around your goals, your lifestyle, and the decisions that matter most to you.
Financial Planning That Actually Makes Sense
Shari Rash: Founder of GWA Wealth
A Fiduciary Financial Planner Who Makes Money Simple
After years in the financial industry, I saw how overwhelming money can feel—even for people doing everything “right.” I created GWA Wealth to simplify the process and give you clear, practical guidance you can actually use.
My mission is to make money uncomplicated.
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Find a Local Fiduciary Financial Advisor in Charleston/Mount Pleasant, SC
If face-to-face sessions are your thing, then let's meet to work on your finances in person. Visit us in Charleston or Mount Pleasant, SC, and let's get started on your action plan.
Meet in Person or Virtually
Whether we meet in person or online, my goal is simple—you feel comfortable, relaxed, and confident talking about your money.
Life doesn’t pause for financial planning. Kids in the background, busy schedules—that’s real life, and that’s exactly how I work.
Money and life aren’t separate. So let’s talk.
Let's Talk
Book Your Free Discovery Call
From the Own Your Money Blog
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