Upstate Wealth Management Email Format
Financial ServicesSouth Carolina, United States2-10 Employees
Upstate Wealth Management is a financial services firm based in Greenville, South Carolina. It serves individuals, families, and organizations by developing customized wealth management plans and guiding clients through decisions related to investments, retirement, estate planning, tax planning, and education savings. The firm emphasizes ongoing, step-by-step support intended to help clients navigate a complex financial landscape. Beyond personal planning, the company offers business services such as cash management, retirement plans, succession planning, group insurance, and support for non-profits. Securities and advisory services are provided through Client One Securities, LLC, a registered broker-dealer; Upstate Wealth Management and Client One Securities are not affiliated. With a small team and local focus, the firm positions itself to accompany clients through multiple stages of their financial journeys.