Greenville, SC

Financial Advisors in Greenville, SC

Name: Asset Preservation Wealth and Tax
Address: Corporate Headquarters 11323 W Bell Rd. #301,, Surprise, AZ, 85378, US
Telephone: 602-449-0146
Price range: $$

Our financial advisors in Greenville, SC help clients gain clarity and control over their financial lives. We take a relationship-based approach. You’ll meet with a fiduciary financial advisor who listens, learns about your goals, and builds a strategy around your life.

When you work with a financial planner in Greenville SC, you deserve real answers and a clear path. We break down complex topics into simple steps and keep your plan aligned with your goals. No fluff. No confusion.

Our certified financial planners in Greenville SC serve individuals and families in Mauldin, Conestee, Woodberry, and beyond. Whether you're just starting out, changing careers, or planning for retirement, we’re here to help you stay focused and prepared.
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Prefer to chat? Give us a call at (864) 807-9901

Holistic Financial Planning in Greenville, SC and Beyond

WHAT WE DO

Estate Planning

Your legacy matters. We help you create a plan that protects your family and your assets. Our team helps you organize wills, trusts, and beneficiary designations. We make the estate planning process clear and manageable, so you can move forward with confidence.

We work with clients in Parker, Welcome, and Gantt who want their money to do more. We align your investments with your goals, risk tolerance, and timeline, so you can build a future with confidence.

HOW WE COMPARE

Tailored Financial Services for Your Needs

Our certified financial planners in Greenville SC, offer a tailored approach to every financial plan. We take time to learn about your goals, needs, and timeline. Then we build a strategy to match.

You may be growing your portfolio, preparing to retire, or looking to simplify your finances. Whatever your situation, our financial advisors in Greenville, SC will help you take smart, focused steps.

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How We Work For You

Before Asset Preservation Wealth & Tax

After Asset Preservation Wealth & Tax

You’re locked into a single financial strategy that isn’t flexible to changes in your retirement plan, stock portfolio, and more.

At Asset Preservation, we use a variety of money management firms who all have different approaches and perspectives.

Your financial advisor or lack there of isn’t transparent about their certifications and their experience.

All of our advisors are fiduciaries and they are required to be unbiased, transparent, and act in your best interest.

Most advisors aren’t even talking about tax because they are prohibited from even mentioning it to their clients

We believe incorporating tax planning into your financial plan is CRUCIAL for meeting your goals, especially when planning for retirement.

WHAT WE DO

Keep What You’ve Earned

You work hard for your money. Our fiduciary financial advisors in Greenville, SC help you protect it. We offer honest guidance, tailored strategies, and real support—no gimmicks or guesswork and without conflicts of interest. Our certified financial planners work with you to simplify the process and maximize your results.

Whether you live in Welcome, Mauldin, Gantt, or anywhere in between, we’re here to help you take control of your financial future.

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