We proudly take the long view
We proudly take the long view
When it comes down to it, our true calling isn't about money or finances. It's about building a relationship that helps free you from uncertainty, fear, and worry. So you're free to be the you that savors every adventure and every moment.
Our true calling
Around conference tables and kitchen tables, we have the privilege of getting to know the hearts, fears, goals, and dreams of hardworking people, families, and businesses. Every one unique. Every one precious.

We listen intently. Watch their eyes light up when they talk about loved ones and the things they're passionate about. See how their brows knit together when they share their fears.
About Millennium
About Millennium
We take notes. We crunch numbers. And we put 150 years of combined financial expertise and experience to work - to create investment plans built around their personal needs and vision. Not just as they are today, but as they evolve over time, over generations. Because if there's one thing life promises, it's change.
Our Team
Millennium Private Wealth opened its doors in March of 2016 on Daniel Island, SC. Millennium Private Wealth is associated with Wells Fargo Advisors Financial Network, one of the most highly respected financial institutions in the world.

MPW's four partners Jeff Burton, Steve Meyer, Bill Rouse, and Jessica Harper started MPW with the philosophy that every client's situation and goals are unique, and therefore each client deserves a specialized approach to planning their financial future.

Each partner brings a combined 150 years of experience in the financial services industry to the team's planning process. We strive to know and understand our clients complete financial situation to provide them the highest quality information, services, and products available.
Millennium Resources
Millennium Resources
We hope you will take advantage of this resource and visit us often. We are committed to our clients and define our success by our clients' success.
Resources
ARTICLES
SEVENTY-FIVE PERCENT OF AMERICANS AGREE THEY WOULD BENEFIT FROM HAVING BASIC FINANCIAL EDUCATION AND INFORMATION.
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CALCULATORS
ONLY 48% OF U.S. WORKERS HAVE TRIED TO DETERMINE HOW MUCH THEY WILL NEED TO SAVE FOR A COMFORTABLE RETIREMENT.
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NEWSLETTERS
FIFTY-SEVEN PERCENT OF AMERICAN WORKERS HAVE SAVED LESS THAN $25,000 FOR RETIREMENT, AND 28% HAVE SAVED LESS THAN $1,000.
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GLOSSARY
FINANCIAL TERMS FROM A TO Z.
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TAX LIBRARY
WE'VE PUT TOGETHER A COLLECTION OF RESOURCES TO HELP YOU MANAGE YOUR TAXES AS WELL AS PREPARE FOR THE UPCOMING TAX SEASON.
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VIDEOS
THESE ENGAGING, SHORT ANIMATIONS FOCUS ON A VARIETY OF FINANCIAL TOPICS AND ILLUSTRATE KEY FINANCIAL CONCEPTS AND CURRENT EVENTS.
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Comprehensive Wealth Management Services
We have in-depth experience in financial strategy and investment management, but we also bring professionals with the expertise necessary for a successful wealth management plan. We will also work with any professionals with whom you already have a relationship.
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Contact Millennium
Contact Millennium
With the knowledge that persistence and patience helps to produce enduring results contact Millennium with your questions. Our experienced staff is ready to answer any question anytime with time-tested strategies made for lifetime enjoyment and well being.
Contact Us
Send us a message
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Millennium Private Wealth
225 Seven Farms Dr, Suite 400
Charleston, SC 29492

Tel: 843-471-2630
Fax: 843-471-2656
Millennium Private Wealth (Greenville Office)
101 N. Main Street
Greenville, SC 29601

Tel: 864-214-4507
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals