Investment planning based on trust, integrity, value and long-term personal relationships.

At The Poplin Financial Strategies Group of Millennium Private Wealth, we are connected to you through community and friendship. We act as trusted advisors and work collaboratively to build solid bonds to help us understand how we can manage your investments to help you achieve your goals.

 

Recognizing that successful investment planning is a lifetime process, we communicate with you and keep you up to date on your progress toward your goals. As financial questions come up and your circumstances change over time, we are here to answer your questions, provide financial counsel and get you the information you need to make smart decisions for you and your family.

The Four Cornerstones of Wealth

Our passion is building, managing, preserving and transitioning wealth for individuals and multigenerational families. We commit time, energy and conviction to help our clients achieve their financial goals.

Building Wealth​

Am I on the right track?

Many people may worry if they are saving sufficient funds to retire. That’s why our approach takes you through a comprehensive planning process to help you identify:

  • Where am I now financially?
  • Where do I want to go?
  • How can I get there?

Your comprehensive plan puts your financial picture in focus so you can see where you are heading and feel confident in where you stand in relation to your goals.

Managing Wealth

How should I invest?

In today’s complex world of asset management, we help our clients understand that managing wealth is more than chasing investment returns. We believe that managing risk is critically important to managing wealth. We believe the key to doing it right requires seeking the best risk-adjusted returns on a consistent basis. Our risk-adjusted investment strategy means that:

  • You’re staying inside your risk tolerance
  • Your plan is based on your unique needs, goals and risk objectives
  • Your portfolio uses custom tactical allocation to manage risk
  • Your investment strategy values risk-adjusted returns rather than trying to beat an index

This risk-adjusted approach can keep you from letting emotions, like fear and greed, guide your decision making.

Preserving Wealth

Will my money last?

Retirement can last a long time. We believe it’s prudent to plan for your retirement savings to last 30 years or more. That’s why budgeting and planning are so important. We help you identify your financial gaps and uncover key risks that can impact your strategy, including longevity, inflation, market risk, healthcare costs and family needs.

When you’re ready to retire, you’ll need a reliable income stream to replace your current income. This means not only generating income from your investments but relying on other sources as well:

  • Social Security benefits
  • Pensions
  • Real estate income
  • Part time employment

Your investments are just one of your income sources. So when it comes to preserving those funds, we manage for dollars, instead of percentages. We believe the most reliable way to preserve your wealth and meet current and future income needs is to seek the most consistent risk-adjusted returns.

Transitioning Wealth

Who will carry out my wishes after I’m gone?

Over our decades of helping families in the Greenville community, it is not uncommon to work with three generations of the same family.

As you grow older, we work with you to help put a plan in place to insure your intentions are carried out after you’re gone. We will be here for you and see to it that your legacy is in place to benefit your family, charitable interests and/or community.

As trusted advocates and stewards of your wealth, we work together to establish your legacy plan for the future.

Our Process

Starting the Conversation

We begin by meeting to get to know each other.

Our first meeting with you is simple: we get to know each other and determine if there is a good fit. That’s all. We don’t try to sell you anything. There are no investment recommendations, no product discussions nor papers to sign.

This “Is it a fit?” meeting accomplishes three things:

  • You will share information about your financial goals and situation so we can determine if we are in the best position to serve you
  • You will learn about our process, our investment methodology and how we work
  • You can acquire the information needed to help you determine if there is a good fit for you and your family

At the end of the day, we want a WIN-WIN situation. That’s why we don’t put pressure on you to commit at first glance. In other words, our second meeting is up to you. We will wait for you to contact us when you’re ready.

Moving Forward

Once we have decided to work together, we use our 4-step process to provide you with the
clarity, confidence and the structure to keep your plan up-to-date and in sync with your life.

Listen & Understand

At our initial meeting, we want to understand what’s important to you and what you have planned for your life. This exploration helps us clarify your specific goals.

Stop & Analyze

Our comprehensive analysis of your entire financial situation is based on a careful consideration of where you stand in each of the four areas of wealth integration: investments, liability management, risk management and trust and estates. We use our unique Envision® planning process to then develop a customized plan based your individual financial priorities and life goals.

Build & Implement

Next, we formulate the investment strategy using our risk-adjusted asset management approach. Because your wealth plan may cover many different areas and multiple generations of family members, we may also coordinate with your other professional advisors to coordinate your entire wealth plan.

Meet to Evaluate & Adjust Your Portfolio

We work together to help you stay on track and meet your goals. If your goals or financial circumstances change, we update your Envision® plan to account for the changes and continue to meet to review your progress along the way.

The Poplin Team

Ike Poplin

Managing Director, Owner
864-867-1595

Experience

Ike is a senior financial advisor who came to Wells Fargo Advisors from a predecessor firm, Prudential Securities, which he joined in 1988.

He was named 2022 Forbes* Best-In-State Wealth Advisor.

Education

Ike is a graduate of the University of South Carolina.

Other Interests

As a Greenville native, Ike has become a trusted leader in various business, community, school and philanthropic endeavors. He served as Chairman of the Board at both Greenville Country Club and Meals on Wheels of Greenville. He currently serves on the Board of Trustees of Christ Church Episcopal School, his alma mater.

Ike has a genuine desire to grow and teach others professionally, including clients, advisors and staff. Personally he has coached for over 20 years including Greenville Little League (baseball), Greenville Senior High (tennis) and Christ Church Episcopal (basketball). He assisted founding the Cavalier Leadership Institute, South Carolina’s first high school leadership institute. He and his wife, Tere, have three children. Two are out of college and married while the youngest is in dental school at University of Kentucky.

*The Forbes Best-In-State Wealth Advisor rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

April McKinney

Senior Registered Client Associate
864-867-1594

Experience

April has provided invaluable assistance to clients since 1997. Her administrative expertise allows her financial advisor, Ike Poplin- Managing Director, Owner, to spend his time focused on critical financial events in the lives of their clients, investment planning and portfolio management.

April is the primary point of contact for their clients. They bring all their questions, concerns or needs to her. Often times, she will be able to serve them personally and collaborate with their CPAs, tax attorneys and other professionals.

April shares with Ike an appreciation for the incredible trust their clients put in them and a dedication to serving them well. Her cheerfulness and genuine desire to be helpful is held in high esteem by their clients.

Education

Since 2003, April has held her Series 7 registration and SC life insurance license. She earned her bachelor’s degree in Accounting and Business Administration at Furman University.

South Carolina Insurance License 8144568.

Other Interests

April is a lifelong resident of the Greenville area. Away from the office, she spends her free time with her husband Kent, a marketing communications manager. They enjoy biking, snow skiing and water skiing. April volunteers at Meals on Wheels in Greenville.

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