Peace of Mind Starts Here
Feel Confident About Every Financial Decision You Make
Financial choices don’t have to feel overwhelming. We provide clear, steady guidance that brings order to your retirement goals, investments, and long-term plans. Our team works with clients throughout Greenville, Landrum, Campobello, Tryon, Gaffney, Union, and nearby Upstate communities — offering a calm approach grounded in fiduciary care and biblical values. With every step, we help you understand your options so you can move forward with confidence instead of second-guessing.
Investment & Retirement Planning
As retirement nears, every decision matters, and we help you avoid mistakes with a plan built for stability and long-term confidence. With ongoing fiduciary support, you stay on track.
Income & Tax Planning
Build a tax-smart income strategy that supports your lifestyle without uncertainty. We help you keep more of what you’ve earned while planning for a secure retirement.
Social Security & Medicare Guidance
Understand your Social Security and Medicare options with clarity and confidence. We walk you through timing, benefits, and coverage choices so you avoid costly mistakes.
Risk Management & Insurance
Protect what matters most with straightforward insurance and risk evaluations. We identify gaps and recommend coverage that supports your long-term security.
Business Succession Planning
Prepare for the future of your business without guesswork or stress. Our structured transition plans help you protect your legacy and your retirement income.
Philanthropy & Wealth Transfer Strategies
Build a legacy that reflects your values and supports the people and causes you care about most. We guide you through giving strategies and estate-focused planning that create lasting impact.
Corporate Retirement Plans
Give your employees a retirement benefit they can rely on, without the administrative burden on your shoulders. We help you design, evaluate, and maintain plans that support both your team and your long-term goals as a business owner.
Biblically Responsible Investing (BRI)
Align your investments with your faith and values while staying grounded in disciplined strategy. As Certified Kingdom Advisors, we help you invest with purpose and conviction.
Learn more about our wealth management solutions
When your plan feels clear, every decision feels lighter.
The Palmetto Difference
Fiduciary Support for Your Future
When you work with Palmetto Private Wealth, you get a fiduciary partner who puts your best interests first, listens closely to what matters most, and delivers guidance that’s both values-aligned and deeply personalized. We combine Certified Kingdom Advisor expertise with a holistic planning approach that brings every part of your financial life into focus. And because we’re rooted right here in the Spartanburg community, you get long-term support from advisors who genuinely understand your goals, your priorities, and the future you want to build.
