Your Trusted Financial Advisors
Our team consists of highly skilled financial advisors dedicated to providing expert financial advice to the Daniel Island and Greater Charleston Community. With a wealth of experience and a commitment to integrity, we at Daniel Island Wealth Management pride ourselves on our personalized approach to financial planning services.
"Our Clients Are Our Number One Priority, This Means Delighting You and Delivering a Wealth Management Portfolio That Will Enhance Your Tomorrow and Your Future."
Hoce Kalkas, CEO
Hoce founded Daniel Island Wealth Management to create a boutique firm dedicated to uniquely tailored Client financial management. Her prior experience at JPMorgan Wealth Management, combined with her Master in Business Administration from Singapore Management University, granted her deep financial expertise for delivering Client prosperity.
Her professional journey began in the United States Navy with an overseas assignment, sharpening her financial and analytical acumen. Hoce spent five years training and working as a US Diplomat at the US Embassy in Singapore, honing strategic communication and relationship-building skills with local and foreign officials across the Asia-Pacific region. Her educational training includes a Master's Degree from the University of North Carolina, Chapel Hill, and an international MBA at Singapore Management University. Within the MBA program, she worked at Nestlé, diving into consumer products and business analytics, and interpreting complex data to drive strategic decisions—skills now central to her wealth management expertise.
Hoce further honed her financial experience in the Wealth Management division at JPMorganChase, where she mastered Client-centric strategies and investment analysis. In addition to running Daniel Island Wealth Management and Mount Pleasant Wealth Management, Hoce serves as a Professor at the University of North Carolina Chapel Hill.
Her team-oriented approach, rooted in integrity and creativity, has been shaped by extensive experience across five countries and over a dozen cities, working in government, non-government organizations, and the private sector. This diverse background has equipped her with a broad, analytical perspective, which she now applies to financial operations with a focus on Client-centric delivery of wealth management services.
Nicholas G. Kalkas, President
At Daniel Island Wealth Management, our founder and President brings a wealth of experience and a steadfast commitment to Client success. A Registered Investment Advisor in South Carolina, he quickly grew the company through a strong emphasis on financial expertise and a background built on trust, expanding to include the label Mount Pleasant Wealth Management as well. With a focus on trust and expertise, he develops tailored financial models to optimize cash flow and investment outcomes, ensuring Clients in the Daniel Island and Greater Charleston Community achieve their financial goals with confidence.
Before founding Daniel Island Wealth Management, he served as a United States Diplomat at the United States Embassy in Singapore, where he executed high-stakes diplomacy with integrity, fostering relationships with international officials and facilitating critical engagements with U.S. leaders like the United States Vice President and Secretary of Defense. His leadership in navigating complex geopolitical challenges honed his ability to deliver results under pressure - a skill he now applies to crafting strategic financial plans for his Clients.
A retired Naval Officer and United States Naval Academy graduate promoted to the rank of Commander, he led teams across global operations, from multiple combat deployments in Iraq, Afghanistan and the greater Middle East to disaster relief efforts during the 2004 Southeast Asia tsunami. His strategic acumen and military risk management analysis is complemented by multiple Master's degrees including from Georgetown University and an MBA from the world class University of Chicago Booth School of Business, equipping him with the analytical rigor and financial quantitative skills to guide Clients toward lasting financial security.
Our Journey, Our Purpose
At Daniel Island Wealth Management, we believe that blending trust and financial expertise for our local community is the cornerstone of our business and the heart of our relationships with you, our valued Clients. Our background as Veterans and United States Diplomats provides assurance that we will steadfastly guard your finances, while our experience at JPMorgan Wealth Management and world-class training from the University of North Carolina Chapel Hill, University of Chicago, Singapore Management University, Georgetown University, and the United States Naval Academy deliver the premier financial expertise you deserve.
Our journey began when we were called to resolve a financial dilemma for close family members—a gut-wrenching experience that demonstrated how financial expertise, coupled with complete trustworthiness, can provide significant value to many people. Initially hesitant to join the financial world because we enjoy working with people more than staring at computer screens, we discovered the perfect balance in wealth management through the meaningful relationships we build with our Clients. At Daniel Island Wealth Management, we welcome the opportunity to guide you toward prosperity and success with wise investments leading to a rich life.
Consult Our Experts
Ready to discuss your financial future with investment strategy experts? Contact us today to schedule a personalized consultation and receive the expert guidance you need to achieve your goals.