Investment planning is typically thought of in terms of investing only. We believe this is just part of the story. Our team is dedicated to building long term client relationships as we develop comprehensive strategies to help achieve your financial goals.
Our true calling is about building relationships to free you from uncertainty and worry.
Steve Meyer begins his Financial Advisor career in Charleston at Interstate Johnson and Lane.
Bill Rouse begins his Financial Advisor career in the JC Bradford Charleston office.
Jeff Burton begins his career in finance at Merrill Lynch in Louisville, KY.
Jeff Burton joins the PaineWebber office in Louisville, KY.
Jessica Harper begins her career in finance at IJL Wachovia in Charleston, SC.
Jessica and Bill form a partnership at UBS Financial Services.
Steve and Jeff form a partnership at UBS Financial Services.
MPW opens its doors on Daniel Island, SC with Founding Partners Jeff Burton, Steve Meyer, Bill Rouse and Jessica Harper.
MPW opens the Greenville, SC office with hiring of tenured advisor, manager and CPWA, Curt Hall.
MPW acquires Lionstone Wealth Management and opens the Savannah, GA office.
MPW acquires Beth Wright Woodside & Company, the first female owned RIA practice in South Carolina.
MPW moves into their new home office on Daniel Island.
MPW adds former Merrill/BofA Hungerford-Ross team to the Greenville, SC location and moves into the Innovate Building.
MPW opens the Tucson, AZ office with Managing Directors/Owners Brian Crawford, Harlie Garcia & Will Giddens
225 Seven Farms Dr, Suite 300Charleston, SC 29492843-471-2630
148 River St, Suite 120 Greenville, SC 29601864-232-9950
300 Drayton St, 3rd floor, Suite ISavannah, GA 31401 912-644-5670
3573 E. Sunrise Dr, Suite 225 Tucson, AZ 85718520-613-0350
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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.
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