Objectivity Squared Wealth Management

Carson Howard is a financial advisor at Objectivity Squared Wealth Management with one year of industry experience. He holds the Series 65 designation and has worked at the firm since 2023. His background includes time at the College of Charleston and Indiana University. Objectivity Squared Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with discretionary wealth management, investment management, and financial planning services. The firm manages approximately $401 million in discretionary client assets and employs a range of investment strategies including low-cost mutual funds and ETFs, individual securities, and tactical trading techniques.

Nicholas Holmes is a financial advisor at Objectivity Squared Wealth Management with 25 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates Inc for 11 years. Holmes is also involved with Objectivity Squared Insurance Solutions LLC, where he spends a small portion of his time on fixed insurance sales. Objectivity Squared Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with discretionary wealth management, investment management, and financial planning services. The firm manages approximately $401 million in client assets and employs customized portfolios that emphasize low-cost mutual funds and ETFs while incorporating fundamental and technical analysis.

Jonathan Schumacher is a financial advisor at Objectivity Squared Wealth Management with one year of industry experience. He holds a Series 65 designation and has prior experience at Rivers Capital Group, Live Oak Capital, and Gildan Inc. Outside of financial advising, he is involved with Maven Realty LLC as a real estate agent and broker. Objectivity Squared Wealth Management provides discretionary wealth management, investment management, and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm manages approximately $401 million in assets and employs customized portfolios that emphasize low-cost mutual funds and ETFs, using both fundamental and technical analysis.

Alexander Opoulos IV is a financial advisor with Objectivity Squared Wealth Management in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Raymond James & Associates for 11 years. Outside of his advisory role, Opoulos is a partner in Basic Kitchen, where he contributes to menu and event planning, and in A&B Waterway LLC, where he participates in strategic decisions related to real estate investments. Objectivity Squared Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with discretionary wealth management, investment management, and financial planning services. The firm manages approximately $401 million in client assets and constructs customized portfolios emphasizing low-cost mutual funds and ETFs, employing both fundamental and technical analysis.