GWA Wealth, LLC is a fiduciary financial planning and investment advisory firm founded by Shari Rash and based in the Charleston and Mount Pleasant, South Carolina area. The firm helps individuals and business owners make informed financial decisions through clear, personalized guidance designed around their goals, circumstances, and priorities. Its services include financial planning, investment management, and investment advisory, with planning that can address budgeting, saving, debt management, and retirement. Investment strategies are tailored to each client’s goals, risk tolerance, and time horizon, with an emphasis on diversified portfolios and managing wealth for long-term growth.

GWA Wealth serves business owners, independent women, and members of the LGBTQ+ community, offering advice that recognizes different financial needs and life experiences. The firm describes its approach as transparent and fiduciary, with recommendations intended to put clients’ interests first. Clients can meet with the firm in person in the Charleston area or virtually. GWA Wealth also shares financial education through its Own Your Money blog and the Everyone’s Talking Money podcast, covering topics such as saving, investing, retirement, and tax-aware planning.