Wealth Management

Taking Stock Our Services Team Members Resources

We assist you in addressing your financial future through personalized consultation and planning, and provide expert advice in various areas. We offer:

• A team of experts in several different disciplines 
• Objective analysis of investment alternatives
• Integrated services in investment tax and estate planning
• Financial planning
• Retirement planning
• Estate planning
• Investment advisory services, including money management
• Wealth accumulation
• Long-term care planning
• Business planning
• College savings programs
• Asset allocation and investment design 
• 401(k), profit-sharing and pension plan solutions 
• No proprietary products

At EDWM, we work hard to help create an understanding of where you are and where you're going. And to give you a means to assess progress against your goals. As a result, you can face your financial future with confidence. And peace of mind.

To contact our Personal Financial Planning, Estate Planning or Tax teams for a private consultation, click here.

* Securities offered through Cambridge Investment Research, Inc., a broker/dealer. Member of FINRA and SIPC. Investment Advisory Services offered through Elliott Davis Investment Advisory Services, LLC, a Registered Investment Advisor. Cambridge Investment Research, Inc. and Elliott Davis Investment Advisory Services, LLC are not affiliated companies. Insurance products offered through Elliott Davis Insurance Services, LLC.