Our Scope

Scope. The extent of one's perception, understanding, knowledge, or vision. An area within which someone exists, acts, or has influence or power.

Our practice was formed when two Clemson classmates decided to merge their practices. With degrees in Accounting and Financial Management and experience in financial services since 1993, we decided to combine our respective strengths, knowledge and experience for the betterment of our clients. Formed at the onset of one of the greatest "bear markets" in history, our firm has grown both in number of clients and scope of our services. We continue to further our education with Certifications in Financial Planning, Tax, and Wealth Consulting. We are grateful to those that have and will continue to put their faith in us.

We focus on personalized financial planning and wealth management. One's financial life is comprised of six distinct areas and we strive to bring all areas together as to have a structured, cohesive strategy to allow for the maximum outcome for our clients. These six areas include:

  • Investment Management
  • Tax Planning
  • Estate Planning
  • Retirement/Income Planning
  • Risk Management
  • Liability Management

It is worth noting that some situations defy neat categories. Investments go up and down. Laws change. Personal situations change. Financial services and advice must also change and adapt as to stay on top. We are committed to staying abreast of an ever- changing world to be most beneficial to our clients.