Highlands Wealth Group

Highlands Wealth Group is a financial planner in Greer, SC, located at 56 Parkway Commons Way. The firm provides holistic financial planning and wealth management services to professionals, families, and small business owners. Services include retirement income planning, tailored investment recommendations, professional portfolio management, insurance structuring for life, disability, health, long-term care, and home or auto needs. The practice also offers education savings plan guidance, debt repayment strategies, credit optimization, and estate planning coordination. The firm operates on a fiduciary standard, prioritizing client interests, and serves clients in Greer and across the region, including through virtual consultations.

The practice was launched in January 2021 by Terrell Boone and Brad Williams, who transitioned to independence after years of working for large household-name firms. They utilize a seven-step comprehensive financial planning process known as the Priority Process. The team includes Terrell Boone, a Wealth Advisor and Chartered Retirement Planning CounselorSM whose career in financial services began in 2002. He specializes in financial planning, asset management, insurance, and investment banking, with a background that makes him an ideal advisory fit for small to medium-sized businesses, pre- and post-retirees, and Director-level sales professionals. Brad Williams, originally from Spartanburg, provides personal finance education and serves on the board of the Greenville Walk to End Alzheimer’s. Tim Bennett is a financial advisor with over 25 years of experience holding Series 7, 63, 65, 66, and 24 licenses. The firm partners with Integrated Financial Group and LPL Financial to access specialized knowledge.

Highlands Wealth Group provides specialized financial guidance for small to medium-sized businesses, pre- and post-retirees, and sales professionals in Greer, SC. The firm holds no account minimums and offers complimentary introductory meetings to determine if they are a mutual fit. They focus on tax efficiency and cost considerations in investment plans. The team values transparency and education, ensuring clients understand their financial decisions. They collaborate with specialized professionals for estate plans and help clients manage beneficiary designations and account titling.

Highlands Wealth Group combines decades of combined experience in financial services with a personalized, fiduciary approach to help clients in Greer and beyond achieve their ideal financial lives.

Highlands Wealth Group is situated on Parkway Commons Way in Greer, SC, about a tenth of a mile from His Therapy. The location is also near Brushy Creek and the International Ballet Greenville, both roughly three tenths of a mile away.

BizScoreAI gives the business an Authority score of 100 out of 100, which shows who is behind the business and acts as a trust signal for AI assistants and search engines. The Technical score is 92 out of 100.

Services:

• Business Succession Planning
• Estate Planning
• Holistic Financial Planning
• Investment Management
• Retirement Planning