Wealth Management
You want to face your financial future with complete confidence. Whether your goals include planning for retirement, starting or selling a business, preserving wealth, creating a legacy to benefit your successors or charitable organizations you support, we can help. Elliott Davis Investment Advisors is a full-service planning and financial services firm that’s committed to helping you achieve your goals.
Our experienced team assists you in addressing your financial future through personalized consultation and planning. We offer a depth of services to meet your customized needs.
- Asset allocation and investment design
- Objective analysis of investment alternatives
- Investment advisory services, including money management
- 401(k), profit-sharing and pension plan solutions
- Integrated services in investment tax and estate planning
- Wealth accumulation
- Long-term care planning
- Retirement planning
- Estate planning
- Business planning
- College savings programs
- Integrated services in investment tax and estate planning
For more information, contact Managing Partner Philip H. Brice, AIF® at 864.288.2849 or .(JavaScript must be enabled to view this email address).
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