Our Approach
We are dedicated to providing investment management and strategic wealth planning to the Greater Greenville area and beyond. Simply put, we strive to be our client’s trusted advisor. As a financial services firm, our primary focus is to provide objective opinions that seek to achieve long term investment results.
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About Us
As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.
Our Process
A transparent, effective planning process is based on two key aspects of financial planning…
Contact Us
Our investment advisors would be happy to answer any questions you have about your financial situation.
Latest News
Closing Out Our Equities Overweight | Weekly Market Commentary | June 5, 2023
Stocks have had a nice run, but at higher prices, the bar for further gains gets higher.
Will History Rhyme? A Fed Pause Has Been Good For Fixed Income | Weekly Market Commentary | May 22, 2023
LPL’s Strategic and Tactical Asset Allocation Committee (STAAC) recommends investors maintain a neutral duration relative to benchmarks with the expectation that Treasury yields are likely headed lower (or at least not much higher) over the next few quarters.
Earnings Update: Better Than Feared Undersells These Results | Weekly Market Commentary | May 15, 2023
There’s plenty to worry about the rest of the year (debt limit, recession, tightening financial conditions, a Federal Reserve (Fed) policy mistake, among them), but the risk of an additional sharp contraction in profit margins has come way down.