Making your success significant

What impact might your life have on this world? At first blush, you might wonder what this question has to do with your financial affairs. However, after decades of working with affluent families and organizations with strong missions, we’ve found that the answer is clear – it has everything to do with your financial future.

Ultimately, what means the most to you and your family is more than money. It’s personal and depends on the values that are important to you. By taking the time to ask the right questions, we help reveal what you want your money to do for you in a way that’s meaningful.

Partnering with you, we adhere to these fundamental tenets:

Responsible Stewardship

As we manage their wealth, we act as partners with our clients and their other professional advisors, overseeing and expediting decisions and tasks in the practice of this stewardship. Our team gathers information pertinent to our clients’ individual situations, assists in setting suitable goals, analyzes information, recommends and implements appropriate planning vehicles and investment strategies, and monitors results with our clients.

There is no assurance that any investment strategy will be successful.

Continued Knowledge

Our team brings more than 150 combined years of industry experience and professional credentials to our relationships with clients. We strive for integrity, high performance standards and pursuit of excellence in all of our activities. We continue to develop professional skills while pursuing continuing education in the areas of tax laws, financial planning techniques, and investment knowledge. Some of our certifications include JD, LLM (Taxation), Certified Financial Planner practitioner, Certified Investment Management Analyst®, advanced education degrees and tax specializations.

Changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. Investors should consult a tax professional for tax advice specific to their situation. Tax services are not provided by Raymond James.

Personal Attention

Our business is people and their financial freedom. In that regard, we believe our clients always come first. Our clientele is purposefully limited so we can provide a high level of attention and customized solutions to each individual and family. We also believe it’s important to relate to our clients and work with them as we manage their wealth – speaking in clear terms – and truly care about each client’s total well-being.

Community Commitment

We understand that success obligates us to give something back to our community. Through our personal efforts and financial resources, we support local civic, charitable and artistic endeavors.

Telephone: 864.591.1099
Fax: 864.591.0280
311 East Main Street
Spartanburg, SC 29302
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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Alliance Wealth Partners is not a registered broker/dealer and is independent from Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. © Raymond James Financial Services, Inc., member FINRA/SIPC. | Legal Disclosures | Privacy Policy | Terms of Use

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