WHY ARE WE DIFFERENT?

Most Financial Advisors are skilled at telling prospective clients what they want to hear. It is usually difficult to evaluate a prospective Financial Advisor solely on an interview. Instead, attention should be focused on their Wealth Management process. Investment returns, track record and other "quantifiable" measures are of very limited value without clearly understanding the level of risk absorbed to produce these returns.

Our proprietary process, Wealth Rx™, created over many years focuses on planning first and then investing. Out of process investing done without addressing planning issues can often mask long term issues, or even worse, totally derail an investment strategy.

 

These differentiators constitute the framework of our uniqueness.

1. We are impartial and act from the position of a fiduciary.

2. We take a defensive approach to advice. We help clients avoid mistakes.

3. We are innovators. Our planning process is federally trademarked.

4. We adhere to a scientific methodology for management of client investments.

5. We provide much-needed investor discipline in order to maintain long‑term focus.

6. We provide client education on how best to engage the markets.

7. We are uniquely experienced, the oldest such firm in South Carolina.

 8. We possess a substantial positive reputation throughout the country.

 9. Our views have been widely published in national financial publications including The Wall Street Journal, Forbes, Kiplingers, Business Week and more.

 10. We take the worry out of wealth.