Complimentary 15-Minute Call

Take the First Step Toward Financial Clarity

Book a brief, no-obligation call with our team. We'll listen to your goals and show you how a plan built around your life can make a difference.

Schedule Your Call 

SEC Registered Fiduciary Standard Lexington, SC 
15 Minutes, Zero Pressure
A focused conversation about your goals — not a sales pitch. You'll know quickly if we're the right fit.
A Plan Built for You
Every financial situation is unique. We craft personalized strategies aligned to your life — not templates.
Your Interests First
As fiduciaries, we're legally bound to put your interests ahead of our own. Always.

Pick a Time That Works

Choose from available slots below. We'll confirm your appointment instantly.

 

Don't see a convenient time? Try a different week — our calendar updates in real time.

What Happens Next

A straightforward path from conversation to confidence.

1

Introductory Call

A brief, friendly conversation to understand your goals and see if we're a mutual fit.

2

Discovery Meeting

A deeper look at your finances, lifestyle, and what matters most to you and your family.

3

Custom Plan Delivery

We present a plan built specifically for your situation with clear, actionable recommendations.

4

Implementation

We handle the heavy lifting — opening accounts, transferring assets, and putting your plan to work.

5

Ongoing Partnership

Regular check-ins and adjustments as your life evolves. We're with you for the long term.

Learn More About Our Process →

Common Questions

Everything you need to know before your first call.

What happens on the introductory call? 
It's a relaxed 15-minute conversation. We'll ask about what prompted you to reach out, discuss your financial goals, and determine if working together makes sense. There's no obligation and no pressure.
Do I need to prepare anything? 
Not at all. Just come ready to talk about what's on your mind financially. If you'd like to share documents later, we'll guide you through that in a follow-up meeting.
Are meetings virtual or in person? 
The introductory call is conducted virtually for your convenience. If you'd prefer to meet in person at our Lexington office after the initial conversation, we're happy to arrange that.
Can I reschedule or cancel? 
Absolutely. Your confirmation email will include links to reschedule or cancel. You can also call us directly at (803) 386-0307 and we'll take care of it.
Is there a minimum to work with Sturkie Wealth? 
We work with clients at a variety of stages. The best way to find out if we're a fit is to schedule your introductory call — we'll be upfront about whether our services align with your needs.

Rather Talk to a Person?

We're always happy to hear from you directly.

(803) 386-0307 1315 N Lake Dr, Lexington, SC