Building relationships. Devising strategies.
Taking the long view.

We build long-term relationships by helping clients identify and realize their financial goals.

A Comprehensive Approach to Investment Planning

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.

Why Choose
Millennium Private Wealth?

Our true calling is about building relationships to free you from uncertainty and worry.

The History of Millennium Private Wealth

May 1982

Steve Meyer begins his Financial Advisor career in Charleston at Interstate Johnson and Lane.

July 1983

Bill Rouse begins his Financial Advisor career in the JC Bradford Charleston office.

June 1992

Jeff Burton begins his career in finance at Merrill Lynch in Louisville, KY.

December 1999

Jeff Burton joins the PaineWebber office in Louisville, KY.

July 2000

Jessica Harper begins her career in finance at IJL Wachovia in Charleston, SC.

April 2004

Jessica and Bill form a partnership at UBS Financial Services.

November 2009

Steve and Jeff form a partnership at UBS Financial Services.

March 2016

MPW opens its doors on Daniel Island, SC with Founding Partners Jeff Burton, Steve Meyer, Bill Rouse and Jessica Harper.

March 2018

MPW opens the Greenville, SC office with hiring of tenured advisor, manager and CPWA, Curt Hall.

November 2018

MPW acquires Lionstone Wealth Management and opens the Savannah, GA office.

January 2020

MPW acquires Beth Wright Woodside & Company, the first female owned RIA practice in South Carolina.

March 2021

MPW moves into their new home office on Daniel Island.

March 2021

MPW adds former Merrill/BofA Hungerford-Ross team to the Greenville, SC location and moves into the Innovate Building.

January 2023

MPW opens the Tucson, AZ office
with Managing Directors/Owners Brian Crawford, Harlie Garcia & Will Giddens


225 Seven Farms Dr, Suite 300
Charleston, SC 29492


148 River St, Suite 120
Greenville, SC 29601


300 Drayton St, 3rd floor, Suite I
Savannah, GA 31401


3573 E. Sunrise Dr, Suite 225
Tucson, AZ 85718