Means Wealth Management is a registered investment advisor based in Greenville, SC, with a history dating back to 1935. They specialize in providing comprehensive wealth management services, including financial planning, asset management for businesses and non-profits, and socially responsible investing. As a fee-only advisor and fiduciary, they prioritize their clients' best interests and work closely with them to develop customized investment strategies that align with their goals and values.
With a team of experienced professionals, including financial advisors, relationship managers, and operations specialists, Means Wealth Management is dedicated to guiding their clients towards financial success. They believe in the importance of building strong relationships and operate as a registered investment advisor to ensure they always act in the best interest of their clients. Their commitment to personalized service and ethical practices sets them apart in the industry.
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