Flatley Private Wealth
Where $3 Billion of Expertise Meets Cutting-Edge Technology
Our Personalized Approach
Simplifying wealth management with seasoned advice and cutting-edge technology.
Client Focus
Corporate Executives|Entrepreneurs & Small Business Owners|Multi-Generational Families|Pre-Retirees|Retirees
Areas Of Expertise
Asset Allocation|Tax Aware Investment Strategies|Equity Compensation|Retirement Planning|Estate Planning
Locations Served
Based in Charleston, South Carolina|Serving clients nationwide
About Us
Michael Flatley has spent nearly two decades advising high-net-worth individuals, families, and business owners, overseeing more than $3 billion in client assets. Now, he leverages advanced AI tools to deliver smarter, faster, and more personalized wealth strategies.
Flatley Private Wealth simplifies wealth management by combining seasoned advice with technology, so clients can grow and protect their wealth with clarity and confidence. We prioritize transparency with a tiered fee schedule that remains highly competitive and cost-effective. Available for review upon request.
Our Guiding Principles
Proven expertise
18+ years of experience, including leadership of a $1 billion advisory team and managing one of the largest portfolios at a major U.S. firm.
Tech-enhanced expertise
We use advanced technology to continuously monitor portfolios, manage risk, and support disciplined investment decisions guided by human judgment.
Modern, transparent approach
A seamless digital experience with proactive portfolio monitoring, clear reporting, and anytime access.
Personal, direct advise
Personalized, hands-on guidance, rooted in decades of experience and enhanced by cutting-edge analytics.
Grow throughout your financial life
Farther meets you where you are in your wealth-building journey. Whether preparing for retirement, managing equity, or navigating estate planning complexities, our Intelligent Wealth Platform empowers seasoned advisors to guide every aspect of your financial life with precision.
Financial Planning
Financial planning isn't about a finish line — it's about making the right decisions along the way. Farther's advanced tools model trade-offs across spending, saving, and investing, so your financial strategy supports the life you want now and in the future.
Your all-in-one financial ecosystem
Our Intelligent Wealth Platform is protected by the highest levels of data security and compliance, and built to overcome the pain points of legacy wealth management — empowering advisors to focus on their role as your strategic guide to greater wealth.
Deep Integration With
Pershing, Apex, Schwab, Fidelity, and 90+ additional custodians
Complete Financial Operation System
AWS Security & Privacy and Plaid Connectivity
Effortless control+−
Navigate with ease through a simplified dashboard that empowers you to take command of every financial decision.
Streamlined collaboration+−
Share specific financial data with your CPA, attorney, and family members — promoting transparent and collaborative wealth management.
Centralized document hub+−
Store every financial document in one organized, secure, and easily accessible location.
Cash management+−
Our intelligent system continuously monitors your bank accounts — maintaining your liquidity, while ensuring excess cash is efficiently invested and working to increase your wealth.
Save time and hassle+−
Find answers and perform financial tasks swiftly with just a few clicks, from anywhere, at any time.
Investments tailored to you+−
With modular investment options from Farther Asset Management and exclusive partners, you and your advisor can personalize your portfolio for your needs.
Our team, focused on your results
A higher standard of wealth advice
We understand that advisor relationships can sometimes fall short of expectations. Our approach transforms common pain points into proactive solutions, delivering a seamless, elevated client experience.
- Clear, consistent communication
- Tax-intelligent portfolio design
- Disciplined, long-term investing
- Proactive estate planning
- Regular insights and clarity