Our Story
Roseate Group is an investment planning firm based in Charleston, South Carolina. Our 11-person practice is led by financial advisors Robert Vingi, Wendy Brewer, David McCallum, Aaron Barber. Our team works with generations of families along the path from wealth creation to legacy preservation. While we primarily work with families, retirees, and entrepreneurs in the greater Charleston area, Roseate Group has clients state- and nation-wide.
Formerly known as The Vingi, Edwards, & McCallum Private Wealth Management Group of Wells Fargo Advisors, we rebranded as Roseate Group in February 2024. As our leadership grew with the addition of Wendy Brewer and Aaron Barber, we wanted a name that resonated with all our partners. After many efforts, we were ultimately inspired by the incredible wildlife of The Lowcountry.
Formerly known as The Vingi, Edwards, & McCallum Private Wealth Management Group of Wells Fargo Advisors, we rebranded as Roseate Group in February 2024. As our leadership grew with the addition of Wendy Brewer and Aaron Barber, we wanted a name that resonated with all our partners. After many efforts, we were ultimately inspired by the incredible wildlife of The Lowcountry.
What's in a name?
The Roseate (row · zee · uht) Spoonbill is a gregarious wading bird of the Ibis and Spoonbill family. Plume hunting in the 18th and 19th centuries almost drove the species to extinction, but decades of conservation have allowed the range of the resilient Roseate to expand.
A local yet uncommon sight in South Carolina's Lowcountry, the Roseate Spoonbill's striking color sets the species apart as it soars above its peers.
What We Do
Specialized Services
We are dedicated to ensuring you and your family make sound decisions: gaining a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Our team offers comprehensive strategies for wealth and legacy planning services through the support of Wells Fargo Bank, N.A.
Wealth Planning
Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets.
Retirement Planning
Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan.
Education Planning
Saving up to pay for your child’s college education doesn’t have to interfere with your retirement goals. The trick is to plan ahead.
Risk Planning
Identifying and managing risks to your portfolio is the most effective way of protecting the balance sheet you've worked so hard to create.
Cash Flow Analysis
By estimating future cash flows and taking into consideration the time value of money, we determine your investments' full value.
Active Asset Management
We are continually analyzing economic and political data and market trends to optimize the return on your portfolio.
Estate Planning Strategies
Offering solutions designed to preserve your legacy, support your loved ones, and meet a variety of complex planning needs, including special needs trusts. Our expertise helps ensure your assets are managed according to your wishes.
Custom Lending
Exclusive lending solutions tailored to the financial needs of affluent individuals and families. From financing acquisitions to accessing liquidity for strategic planning, bespoke strategies deliver the flexibility required to achieve clients’ specific wealth objectives.
Executive Planning
Customized support for business leaders to optimize equity benefits, navigate stock strategies, and enhance planning. This holistic approach simplifies complex compensation structures and aligns financial goals for long-term success.
Family & Cultural Services
Advises families on navigating generational wealth, fostering a legacy of financial stewardship and preserving values across generations.
Philanthropic Planning
Tailored solutions for individuals and tax-exempt entities that align with their charitable and nonprofit goals.
Business Advisory Services
Comprehensive support for managing, valuing, and transitioning privately held companies. From strategic planning to succession, we help navigate complexities and secure your legacy.
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