Your Partner in Achieving Financial Freedom

We are a family owned and operated comprehensive wealth management consultancy in the Upstate of South Carolina proudly serving a select group of families and businesses plan for their future.  Our primary focus is providing our clients with financial freedom to have flexibility and confidence in their tomorrow as our name implies.  Whether it be investments and wealth planning, risk management through the use of insurance products or estate planning strategies we are here to serve you.

Our Location

We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.