Removing emotion, investing with care

You may be thinking, “This is my money and future. This is my financial security and ability to take care of my family and do what I want with my life.” We get it. If our experience has shown us one thing in particular, it’s that money is a touchy and emotional subject. It should be. That’s why our team takes a calm, clear and grounded approach to investing.

The head and the heart are two equally important elements that drive how people make decisions. Bringing together both, our team uses the logic of investing along with empathy and understanding to help you reach your goals.

We provide no quick answers, just well-thought-out ones. That’s because our well-defined process allows us to clearly understand you. Instead of merely filling out a sheet of paper to determine your risk tolerance alone, we engage with you for an in-depth, all-encompassing examination of what you expect and desire from your life and investments.

We diligently and thoughtfully work with you on a deeper level to help bring your dreams and fears to light, which typically results in breakthrough moments for you and your family or organization. Through this collaborative process we uncover your virtues – the key to creating a meaningful and lasting plan for your wealth.

With a deliberate emphasis on planning, we start with two important questions:

Why?

First we need to understand your mission, vision, values and, ultimately, your goals. What do you want your money to do for you? Have you ever thought about money this way?

After identifying your needs and challenges, and discussing your family’s values and virtues, we can create your philosophy of wealth together. This is an emotional decision-making process – the more family involved, the more relevant it becomes – that helps ensure when changes in your life happen they will already be planned for. It may be worthwhile to use a trained family counselor in our discovery meetings to help with this integral part of the process.

By defining our target, and your goals, in this way we can clearly analyze your challenges and opportunities, then create a roadmap for what your wealth plan should achieve.

How?

Only after spending discovery time with you to find out what’s important do we think about the personalized roadmap for how we are going to achieve your goals. With hundreds of strategies and tools available, we narrow down tactics and customize a wealth plan reflecting the uniqueness of your needs.

Then we implement your plan, striving to reach your stated goals and focusing on risk-adjusted returns. Our team continues to manage your plan and monitor your results through market cycles and transitions in your life, for a plan designed to navigate your long term needs.

Telephone: 864.591.1099
Fax: 864.591.0280
311 East Main Street
Spartanburg, SC 29302
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