We meet with you and others (your attorney, accountant, and insurance professional) to fully understand the scope of your financial needs. As we analyze your current financial circumstances and identify your goals, Greenville Capital will construct a unique, comprehensive plan using innovative solutions and time tested strategies.
Greenville Capital is one of the few independent fee-only investment advisory and financial planning firms in South Carolina.
What This Means For You
Our advice is influenced by what is in the client’s best interest. We are a small boutique firm that is not governed by a one-size-fits-all corporate plan. You get advice that fits your portfolio, your risk tolerance, your financial goals.
We receive no commissions, cross-selling fees, or referral fees. We are service driven. If we recommend a solution, it is solely because it is in your best interest. You get peace of mind knowing that Greenville Capital is your advocate.
Operating under the guidelines of a SEC registered investment advisor, we offer recommendations that are always in your best interest. We create and manage a customized investment strategy based on your specific goals and your risk tolerance.
There are other key players who have knowledge about your finances. We consult with you and with them to ensure that we have a complete picture of your financial architecture. You get a financial plan that is a comprehensive blueprint for the future.