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Helping you make the best choices for your financial future

The financial world has become increasingly more complex. We’re here to change that, helping to guide you towards your best financial decisions. Our experienced team can help create the right custom wealth management plan for you,  your family or your business. When it comes to investments, retirement, insurance, saving money, buying a home or growing a business your financial advisor* is a phone call away. We serve as your sounding board to help you make better, more informed decisions. This is what makes our team different. You want someone to be there every step of the way when it comes to your financial future. We can do that.  

How can we help you?

Personal Financial

  • Financial Planning

  • Education Planning

  • Retirement Planning

  • Changes in Healthcare

  • Social Security

Your Business

  • 401(k) Group Retirement

  • Starting/Growing a Business

  • Corporate Life Insurance

  • Succession Planning

  • Business Insurance

Personalized Financial Planning & Business Advising

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Tel: 864-655-4700

*Check the background of this investment professional on FINRA’s BrokerCheck.

*Securities and Advisory Services Offered Through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor. Upstate Wealth Management and Client One Securities, LLC are not affiliated.

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation. 

200A South Main St, Greenville, SC 29601