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Professional Planning & Wealth Employee Directory

Financial ServicesSouth Carolina, United States2-10 Employees

Professional Planning & Wealth is a financial services firm focused on helping clients optimize their wealth through ethical, prudent guidance. It aims to build financial confidence by balancing present-day needs with deliberate planning for the future, and it develops customized wealth strategies aligned with each family's goals. The firm collaborates closely with clients to design and implement these plans in a way that reflects individual circumstances and objectives.

Based in Greenville, South Carolina, the company maintains a small team dedicated to personalized service within the financial services landscape. Securities are offered through Triad Advisors, LLC, and investment advisory services are provided through Osaic Advisory Services, LLC; both entities are independently owned and not affiliated with Professional Planning & Wealth. This structure positions the firm within the regulated framework of securities and advisory services, with partnerships that support access to investment products and ongoing guidance.

Find Professional Planning & Wealth employees' phone numbers or email addresses

Professional Planning & Wealth Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Professional Planning & Wealth's Leadership

  • Stylized image of a person
    J. H.
    Managing Partner
    Mobile Phone

Professional Planning & Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Professional Planning & Wealth

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. H.
    Managing Partner
    Mobile Phone
    Aug 01, 2024

Frequently Asked Questions

What is Professional Planning & Wealth known for?

Minus sign iconPlus sign iconProfessional Planning & Wealth was founded in 2020 operates in the Financial Services industry. Explore Professional Planning & Wealth's company overview page for more information.

What is Professional Planning & Wealth's most common email format?

Minus sign iconPlus sign iconProfessional Planning & Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Professional Planning & Wealth email formats with LeadIQ.

How many employees does Professional Planning & Wealth have currently?

Minus sign iconPlus sign iconProfessional Planning & Wealth has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Professional Planning & Wealth's key employees and leadership?

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As of July 2026, Professional Planning & Wealth's key employees include:

  • Managing Partner: J. H.

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