About My Practice
Palmetto Wealth
Advisors is an independent, fee-based financial
planning and investment management firm. We offer
integrated wealth management and consulting to individuals
and businesses seeking the personalized attention that
comes from a small, boutique firm.
Palmetto Wealth
Advisors provides a disciplined, objective, and cost
effective approach to helping our clients achieve their
unique financial goals and address challenges that may
impede financial strength.
For clients considering divorce we offer financial consulting services though Barb & Company, PA Certified Public Accountants and S.C. Collaborative Divorce Group, LLC (go to www.sccollaborativedivorce.com)
Experience
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 6, 65
Insurance Licenses
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Certified Divorce Financial Analyst (CDFA)
Considerations: Also specializing in Divorce Financial Settlement Analysis and Litigation Support
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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