Highlands Wealth Group

Highlands Wealth Group is a financial planner in Greer, SC, serving professionals, families, and small business owners with personalized, holistic financial planning. The firm specializes in retirement and life planning, investment management, Social Security optimization, insurance planning, education savings, debt management, cash flow and budgeting, and trust and estate planning. Founded in January 2021 by Terrell Boone and Brad Williams, the firm was born from a shared vision to deliver client-centered wealth management that aligns with personal values and long-term goals. With over two decades of combined experience in financial services, including roles in investment banking, asset management, and insurance, the team emphasizes transparency, strategic decision-making, and a deep commitment to client success. Their approach is built on a structured Priority Process that maps out each client’s unique financial journey, guiding them toward their ideal future with confidence.

The firm’s foundation is rooted in a client-first philosophy that prioritizes individual values over industry incentives. Terrell Boone, the firm’s founder and a Chartered Retirement Planning CounselorSM, brings a diverse background in financial planning, asset management, and investment banking, along with a personal dedication to balance across faith, family, friends, fitness, and finances. He and Brad Williams created Highlands Wealth Group to offer independence from large institutional firms, allowing them to fully integrate their personalities, passions, and ethics into the client experience. Their services are designed to help clients navigate major life transitions, such as buying a home, retiring, or managing a business, with clarity and purpose.

Located on Parkway Commons Way in Greer, the firm sits just a short distance from Brushy Creek and the Frances Coyle Memorial Garden, with International Ballet Greenville and The Tutoring Center also nearby. The Enoree River lies about a half-mile to the west, and His Therapy clinic is a mere 100 meters away, placing the office within a quiet, accessible corridor of community resources.

Highlands Wealth Group stands out for its thorough, well-documented online presence and a website structured for clarity and ease of navigation, key strengths that reflect a professional, trustworthy practice. Clients benefit from a firm that combines deep expertise with a personal touch, consistently delivering actionable, long-term financial strategies.

In Greer, Highlands Wealth Group is recognized as a trusted partner for those seeking thoughtful, values-driven financial guidance, helping residents build lasting security and confidence in their financial future.

Services:

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