Financial Advice.

Local Presence.

Trusted Partner.

Providing financial advisory services for 30+ years to clients of all types in Clemson and the tri-county area.

You may have heard Greg Wales ads on WCCP FM Talk Sports, which have been running since 2016, and offer financial advice to businesses, individuals and families in the greater Clemson area.
OUR SERVICES

Wherever you are in life, our advisors can help you identify and fulfill your goals.

Wealth Management

Retirement Planning

Insurance Solutions

Tax Strategies

Wealth Transfer & Legacy Planning

ABOUT US

Serving Clemson & the tri-county area for over 30 years

Our experienced and enthusiastic team thrives on seeking client satisfaction.

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OUR PROCESS

Get Started with Our Process

Based on current income and asset mix, we can help you establish reasonable financial objectives for your retirement goals. Through an analysis of current assets and insurance coverage, we will assess whether premature death or disability can reasonably be covered.

Discover

We assess your current financial situation and delve into your lifestyle, values, goals, and aspirations

Design

We design a financial plan that aims to meet your short- and long-term goals and navigate whatever life may bring

Implement

We implement your plan according to the strategy outlined, which might include investing assets and/or purchasing insurance products

Speak with a Financial Advisor

Schedule a quick call with an advisor at no cost and no obligation.