Posts by Daniel Island Wealth Management

Hoce Kalkas, CEO, answers questions on women and wealth management, life transitions, understanding your statements, and raising financially confident children.

Nicholas G. Kalkas outlines common ways to structure charitable giving: Qualified Charitable Distributions, donating appreciated assets, bunching donations, and donor-advised funds.

Hoce Kalkas answers questions about the relationships behind wealth management, the firm’s role in the community, family, and her advice to start investing early.

A summary of Charleston Living’s January 2026 profile of Hoce and Nicholas G. Kalkas, with a link to the original article.

A Stroll Daniel Island Q&A on why Hoce and Nick Kalkas founded Daniel Island Wealth Management, how the island shaped their approach, and how they give back.