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This explores asset allocation in conjunction with your personal financial goals and Risk Tolerance.
This is a presentation about the basics of budgeting including how setting a budget can help achieve financial goals, the steps to set a budget, and how your net worth can benchmark your progress.
“Kids and Money: Skills for Surviving and Thriving” is an educational seminar designed to help parents teach kids about money, and what principles should be taught at each age range.
Exploring insurance products such as Universal Life, Whole Life, Term Life and Long-Term Care Insurance.
Providing insight into investment options and strategies that will help you financially prepare for your future.
This presentation is geared to help young investors understand the need for Financial Planning and steps they should take in their twenties and thirties for future success.
This comprehensive financial planning seminar for plan participants delves into the intricacies of personal finance and helps attendees define their goals, manage financial stress, and pursue financial well-being. This seminar is branded for Worksite Financial Solutions.
From the classic lesson of earning through effort in The Berenstain Bears’ Dollars and Dollars to the foundational concepts of saving and spending in Bunny Money, these selections for younger children turn abstract ideas into engaging stories. We believe instilling an understanding of money’s value and purpose from a young age helps build a healthy relationship with finances that can last a lifetime.
For teenagers preparing for greater independence, books like How to Turn $100 into $1,000,000 and I Want More Pizza offer practical, relatable advice on earning, saving, investing, and avoiding debt. These resources provide a crucial framework for smart decision-making, equipping the next generation with the knowledge to confidently manage their own financial journeys.
Kenzy Davis serves as Operations Manager at PWM, applying over 5 years of financial services industry experience to her dual roles as Risk Assessment Specialist and CRM expert. With a degree in Financial Management from Clemson University, she blends her background in service and technology to deliver efficiency, accuracy, and exceptional support.
A native South Carolinian and Greenville resident, Kenzy is engaged and enjoys traveling with her fiancé. Exploring new destinations as well as hidden gems in their hometown. She also cherishes time with friends and family and relaxing lake days.
Brittany Valentine is the Director of Marketing at PWM, leveraging more than 16 years of marketing experience to lead the firm’s brand strategy and client engagement. She supports each advisor in developing their niche and creates memorable client experiences. Brittany also oversees the firm’s internship program, providing opportunities to mentor and invest in the next generation of financial advisors.
She and her husband, Micah, have been married for over 23 years and are the proud parents of three remarkable young men. A California native and graduate of Clemson University with a B.S. in Marketing Communications, Brittany enjoys exploring the outdoors, discovering new places, reading, and all things fitness.
Kristy Shick is the Office Manager at PWM, contributing 7 years of financial services industry experience to ensure the office runs seamlessly. She manages daily operations and coordinates all scheduling with precision and care. Known for her warm demeanor and professionalism, Kristy plays a pivotal role in keeping both clients and colleagues supported.
Kristy and her husband, Corey, have been married for 29 years and are the proud parents of four children. One of their children has special needs, inspiring their active involvement in the local Special Needs Community, including service with the Greenville CDS. In her free time, Kristy enjoys outdoor adventures and cherishes time with her family.
Robbie Davis, RFC®, CPFA serves as a Senior Wealth Planner at PWM, offering 16 years of industry expertise and a depth of professional knowledge to the firm. Holding both the Registered Financial Consultant (RFC®) and Certified Plan Fiduciary Advisor (CPFA) designations, Robert combines professional excellence with a commitment to ongoing development. His approach centers on creating a personalized client experience—aligning each plan with the client’s unique goals and adapting it as life evolves.
Robbie and his wife, Kaye, have been married for 32 years and are the proud parents of three adult children. A native South Carolinian and Clemson University alumnus, Robbie enjoys Clemson football, Greenville Drive games, and time spent with family, often gathered around a board game.
Micah Valentine is the Founding and Managing Partner of PWM, with more than 16 years of industry experience leading the firm. He is dedicated to helping clients achieve long-term goals through personalized, strategic, and adaptable financial plans. Believing every investor deserves a plan that grows and adjusts with life’s changes, Micah focuses on building enduring relationships that provide steady guidance through every stage of life.
Outside the office, Micah is committed to community service and mentoring, with a focus on empowering the next generation. He and his wife, Brittany, have been married for over 23 years and are the proud parents of three remarkable young men. A native South Carolinian and graduate of the University of Louisville, Micah enjoys exploring new destinations and spending quality time with family and friends.
