Upstate Wealth Management

Upstate Wealth Management is a financial planner in Greenville, SC. They provide full-service financial planning and investment advising for individuals and businesses, specializing in personalized wealth management plans, retirement planning, education planning, healthcare changes, social security advice, group benefits, starting or growing a business, corporate life insurance, succession planning, and business insurance. With over 20 years of experience, they serve clients across the Southeastern United States from their main office in Greenville.

The cornerstone of Upstate Wealth Management’s process is an individualized financial plan tailored to each client's unique needs. They start by providing a comprehensive picture of your financial situation, evaluating and executing it according to your wishes while continually monitoring progress. Their experienced team includes Eric Steele, CPA, CFP., the president with over 20 years in financial services, and Liz Brophy Unterzaucher, a client manager with extensive experience in high-end travel and a passion for finance.

Upstate Wealth Management boasts a well-optimized website that search engines read cleanly, ensuring their thorough and well-documented business information is easily accessible online. This makes it simple for clients to find the support they need.

With their deep understanding of financial complexities and personalized approach, Upstate Wealth Management stands out as a reliable partner in Greenville's vibrant financial landscape, helping individuals and businesses achieve their financial goals with expertise and care.

Services:

• 401(k) Evolution
• Business Advising
• Group Benefits
• Personalized Financial Planning
• Retirement Planning