Join Video Meeting Preparation Resources We have created these links to aid you in preparing for a meeting with us.Financial Planning Checklist – Documents you may need.Financial Road Map – Pin-point areas to seek professional advice. DISC Profile Document – Determine your main personality and what personality works best with you. Basic Data Entry Portal – Secure data entry portal to input the information needed to open accounts and complete financial planning.Albridge – View the performance of your American Portfolio investment accounts online.MoneyGuide Pro – View your financial plan.Pershing Accounts – View your Pershing Accounts and setup paperless account.For more information or questions you can reach us at (843) 882-5336. Google Map Directions to our office at 1476 Ben Sawyer Blvd, Suite 3, Mt. Pleasant, SC 29464I-526 East ends, turn left on Coleman BlvdTake Coleman Blvd. towards Sullivan's IslandPass Center St. traffic light thenTurn left into Cypress Business ParkOur suite is located at the farthest end from the road LaPorte Wealth Management Group Logo is on the outside doorOnce inside the building, enter the suite on the rightSame suite as non-affiliated law firm H. Michael White, Jr. Note: Look for the logos of these two non-affiliated law firms, H. Michael White, Jr. (Real Estate / Estate Planning) and Vara Law (Family law and Mediation), for our office is located inside the same suite as their firms. We recommend using Google Maps GPS instead of the iPhone's default GPS Map because Apple Map is not accurate. I-526 ends in Mt. Pleasant at the intersection of Coleman Blvd. Coleman Blvd. becomes Ben Sawyer Blvd. If you see Sullivan’s Island and marsh then you have gone too far. The featured picture is the view of Cypress Business Park Office Complex, the location of LaPorte Wealth Management Group. Printable Directions (PDF) Branch Office Address for Client Meetings:1476 Ben Sawyer Blvd. Suite 3, Mount Pleasant, SC 29464(843) 882-5336Mailing Address: 180 Mossy Oak Way, Mount Pleasant, SC 29464 Schedule an Appointment Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.