We help individuals and businesses across the Southeast of the United States and are based in Greenville, South Carolina. The Upstate of South Carolina is home to BMW, Michelin, Fuli and many other global companies. Our main office is located in the heart of the Downtown Greenville, South Carolina in the historical Greenville Symphony Building.

Greenville Office

200 South Main St, Suite A

Greenville, SC 29601

Tel: 864-655-4700

Based in the Upstate of South Carolina

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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