Financial Planning and Asset Management
With a combined 40 years of experience working with individuals over the age of 50, we are a boutique wealth management services firm based in Greenville, South Carolina serving clients in over 25 states.
While we would love to work with everyone, to service all clients effectively we have a
$1,000,000 minimum asset management requirement.
FIDUCIARY
A person who acts on behalf of another person, putting their clients’ interest ahead of their own.
INDEPENDENT
Working for our clients, not a bank.
CFP® PROFESSIONAL
One who possesses one of the most rigorous certifications for financial planning knowledge and who has received a formal designation from the Certified Financial Planner Board of Standards, Inc.
