Will Trask, JD, CWS®
Will works closely with affluent families to develop and implement full-spectrum financial plans and investment strategies to help protect and grow their wealth as a trusted fiduciary. Will enjoys working with multiple generations of families to help them in securing long-term financial goals and lasting financial independence.
Will resides in Charleston, South Carolina where his family has resided for 14 generations. Following his graduation from the College of Charleston, William earned his Juris Doctor from the Charleston School of Law where he focused his studies on estate planning. Prior to entering wealth management, Will served as both Chief Financial Officer and Chief Operating Officer of one of the nation’s fastest growing consumer products startups, enabling him to provide a unique set of skills to small business owners and executives.
When he’s not in the office, Will can be found in the waterways he grew up in as a lifelong surfer and fisherman.