Jeter Hrubala Wealth Strategies Jeter Hrubala Wealth Strategies
  • Home
  • Our Clients
    • Our Clients
    • Business Owners
    • Families & Individuals
    • Private Wealth
    • Pre-Retirees
    • Women Investors
  • Services
    • Services
    • Our Approach
    • Financial Planning
    • Investment Solutions
    • Portfolio Management
    • Retirement Planning
    • Risk Management
    • Sustainable Investing
  • About Us
    • About Us
    • Take an Art Tour
    • Beth Jeter Hrubala
    • Becca Mathis
    • Gyles Laney
    • Drew Hrubala
    • Michelle Hoosier
    • Hollie O’Shields
    • What Makes Us Different
    • Why Work With a CFP®
    • About Raymond James
  • Community Involvement
  • In the News
  • Resources
    • Resources
    • Insights from Our Team
    • Commentary
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Client Access Videos
    • WorthWhile
    • Calculators
  • Contact
  • Schedule a Call or Coffee
  • Client Access
    • Forgot your password?
      Enroll Need Help? Contact Us / FAQ Privacy / Security Client Resources

  • 101 W Saint John St Suite 207 Spartanburg, SC 29306
  • T 864.764.1789 F 864.764.1793
  • Map and Directions Map and Directions

  • 103 Palm Boulevard Suite 2C Isle of Palms, SC 29451
  • T 843.405.7232 F 864.764.1793
  • Map and Directions Map and Directions

As your trusted partner, we help you pursue your goals by constructing, managing and reviewing a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.

Using a wealth of resources, we gain insight into the risk and return characteristics of your investment options. The portfolio strategies we pursue are modeled on those used by elite institutions to help us select a mix of asset classes that closely matches your individual preferences and appetite for risk. This approach weighs several factors – your goals, time horizon and tax implications – to create a stronger portfolio tailored to you.

Our priority is to help you make informed financial decisions about the components of your portfolio. We also take care to assess the ongoing tax implications of your plan. When your needs and situation evolve, we adjust accordingly to ensure we are always in sync with you and measuring up to your expectations.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.

  • As your advisor, we are not putting forth just any investment strategy, but the strategy that is designed to best fit your life. Meeting your requirements for growth, income or capital preservation – while being mindful of your attitude toward risk – is our objective. You can expect a portfolio that is individually customized to reflect the future as you envision it.

  • Staying on top of trends and events that influence the investment environment and your portfolio’s performance is crucial for us. We rely on deep resources, analysis and the insight of our team to keep your financial objectives in sight and help drive smart decision-making. 

Our priority is to help you make informed financial decisions about the components of your portfolio.

Related Resources

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Jeter Hrubala Wealth Strategies Jeter Hrubala Wealth Strategies
  • 864.764.1789
  • Jeter Hrubala Wealth Strategies
  • 101 W Saint John St, Suite 207 | Spartanburg, SC 29306
  • F: 864.764.1793
  • Maps and Directions Maps and Directions
  • 843.405.7232
  • Jeter Hrubala Wealth Strategies
  • 103 Palm Boulevard, Suite 2C | Isle of Palms, SC 29451
  • F: 864.764.1793
  • Maps and Directions Maps and Directions

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 your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Jeter Hrubala Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.

Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use

Securities through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Jeter Hrubala Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services. Jeter Hrubala Wealth Strategies is located at 101 W Saint John St Ste 20, Spartanburg, SC, 29306‐5167, and you can reach the office at 864‐764‐1789. Any opinions are those of SC Business Review and and Elizabeth (Beth) Hrubala and not necessarily those of Raymond James Financial Services, Inc., or of Raymond James. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Investing involves risk, and you may incur a profit or loss regardless of strategy selected. Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, and these matters should be discussed with the appropriate professional. Contributions to a traditional IRA may be tax‐deductible depending on the taxpayer’s income, tax‐filing status, and other factors. Withdrawal of pre‐tax contributions and/or earnings will be subject to ordinary income tax and, if taken prior to age 59 1/2, may be subject to a 10% federal tax penalty.
401(k) plans are long‐term retirement savings vehicles. Withdrawal of pre‐tax contributions and/or earnings will be subject to ordinary income tax and, if taken prior to age 59 1/2, may be subject to a 10% federal tax penalty. Investors should consider, before investing, whether the investor’s or the designated beneficiary’s home state offers any tax or other benefits that are only available for investment in such state’s 529 savings plan. Such benefits include financial aid, scholarship funds, and protection from creditors. As with other investments, there are generally fees and expenses associated with participation in a 529 plan. There is also a risk that these plans may lose money or not perform well enough to cover education costs as anticipated. Most states offer their own 529 programs, which may provide advantages and benefits exclusively for their residents. The tax implications can vary significantly from state to state. Unless certain criteria are met, Roth IRA owners must be 59½ or older and have held the IRA for five years before tax‐free withdrawals are permitted. Additionally, each converted amount may be subject to its own five‐year holding period. Converting a traditional IRA into a Roth IRA has tax implications. Investors should consult a tax advisor before deciding to do a conversion.

Past performance may not be indicative of future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected. The forgoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and is does not constitute a recommendation. Any opinions are those of Becca Mathis and not necessarily of Raymond James.