As experienced wealth consultants located in the upstate of South Carolina, our purpose is to make a difference in the lives of our clients by providing them with exceptional financial planning, wealth management, and retirement planning resources.

By using fee-based financial planning, customizing wealth management strategies, and acting in a fiduciary capacity while managing your assets, we help our clients maximize their resources and pursue their lifetime goals.

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Bachelor of Commerce - Management Information Systems

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This communication is strictly intended for individuals residing in the states of CA, FL, GA, IL, IN, MD, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member Member FINRA, SIPC, a Registered Investment Advisor. Review our Terms of Use:https://www.commonwealth.com/terms ofuse.html