Upstate Wealth Management

Upstate Wealth Management is a financial planner in Greenville, SC. The firm provides full-service financial planning and investment advising for individuals and businesses. Services include creating custom wealth management plans for clients, families, or businesses, with specific focus areas in investments, retirement, insurance, saving money, buying a home, and growing a business including group benefits. The firm serves clients across the Southeast of the United States. It holds a rating of 5.00 based on 1 review. The practice emphasizes an individualized approach, stating that no two financial plans should be the same. The process begins with a full picture of the client’s financial situation, followed by evaluation and execution of the plan, with continual monitoring. The firm states it does not focus on products and transactions but rather on the client, searching for better ways to maximize wealth for those who are risk-averse or seeking the highest possible return. The team includes Eric, who has more than 20 years of experience in financial services with top firms in Charlotte and Greenville. He lives in Greer, SC. Liz, a small business owner with over 20 years of experience in high-end travel, holds a degree in Engineering and Art History from Vanderbilt University and completed Hotel Management School in Lausanne, Switzerland. She speaks German and French and lives in Greenville. Jared, an entrepreneur with experience in personal and business finance, marketing, economic development, and real estate investment, holds an MBA from Clemson University and a degree in Marketing Management from Bob Jones University. He lives in Greenville. Tom has worked with Morgan Stanley and Transamerica, with experience in Life, Disability, Long Term Care Insurance, and Annuities. He holds an MBA from the University of SC and lives in Greenville. The firm is noted for its positive rating from the customers who have reviewed it. Upstate Wealth Management brings specialized financial planning expertise to the Greenville community, helping local individuals and businesses navigate complex financial decisions with personalized strategies.

BizScoreAI gives Upstate Wealth Management a Discoverability score of 100 out of 100, which allows AI crawlers to access every page so the business is found before any recommendation. The firm also achieves a Technical score of 95 out of 100, confirming the website is secure and error-free for search engines to read.

Services:

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