top of page

ABOUT Us

Roadstead Capital Partners is a privately held independent financial services practice with an emphasis on providing an unbiased approach to personal financial planning and corporate retirement plan consultation. Our mission is to provide unparalleled advice and service to you and build lasting relationships.

Meeting Between Colleagues

How we can help you

Financial Reports
Wealth management

Holistic Planning

Insurance

Estate Review

Portfolio Management

Calculator
Corporate Retirement

Plan Design

Education

401K Consulting

Watching Stock Market
Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities 

Treasury Notes Variable Annuity

Financial Report
financial planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance Agent
Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Contact

250 Mathis Ferry

Suite 200

Mount Pleasant, SC

​​

Office: 843.789.4256

Fax: 843.628.4265

​

info@roadsteadcp.com

​

  • Facebook
  • Twitter
  • Instagram
  • YouTube

Thanks for submitting!

Check the background of your Financial Professional on FINRA's Broker Check

​

Osaic Form CRS

​

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the states of AL, CA, CO, CT, DC, DE, FL, GA, IL, KS, MI, MN, MS, NC, NV, NY, OH, PA, TX, VA, WA, WI.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

​

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

bottom of page