Roy Janse

Goldfinch Wealth Management

325 Rocky Slope Road, Suite 302

Greenville, SC 29607

864-375-4700

Let's Build A Lasting Legacy Together

About Goldfinch Wealth Management

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.

General Information

Firm Start Year

2009

No.of Employees

5-9

CRD#

4568949

Firm CRD#

8032

Name of Broker/Dealer

Commonwealth Financial Network

Name of Custodial Firm

NFS

States Licensed in

CA, FL, GA, IL, IN, MD, MS, NC, OH, PA, SC, TN, TX, VA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

We've been helping individuals, families, and corporations in the upstate of South Carolina and across the country for more than 19 years.

With broad expertise in every aspect of financial and retirement planning, we can deliver an integrated solution that's right for you.

I work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Services

Investment Types

Insurance, Exchange Traded Funds (ETFs), Commodities, Mutual Funds, Annuities, Stocks, Bonds, Alternative Investments, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via Phone, At my office, Video Conference, Via Email

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, AIF^®

Securities Licenses

Series 66, Series 7

Financial Organization Memberships

Financial Planning Association (FPA), Financial Services Institute (FSI)

Firm Information

Firm's Number of Clients

204

Firm's Number of Managed Clients

182

Assets Managed by Firm

$154mm

Advisor's Number of Clients

182

Advisor's Number of Managed Clients

160

Assets Managed by Advisor

$153mm

Education

Bachelor of Commerce - Management Information Systems

University of Alberta
1989 - 1993

Disclosures

https://www.commonwealth.com/clien ts/media/formadv_part2.pdf
https://www.commonwealth.com/media/CAP_Entity_(Website_Portal)_Solicitor_Disclosure_Statement_-_Janse_and_WiserAdvisor.pdf

Disclaimer

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

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We pre-screen advisors for: - Experience (minimum FIVE years required) - Advisor Compensation (fee-based or fee-only) - Licensing and disclosures with SEC.

We guarantee that, based on fit and availability of advisors in your area, you will be matched with NO MORE than three advisors.