Your Spartanburg, SC Financial Advisors!
Intellivest Wealth Management is a Registered Investment Advisor Headquartered in Spartanburg, South Carolina. Our financial advisors are dedicated to helping our clients achieve their retirement and financial planning goals. With over 40 years of combined investment experience we can help you build the right investment portfolio.
Ready to get started? Feel free to contact us here or call us at (864) 598-0000!
Services
At Intellivest Wealth Management, we like to begin with the end in mind. What are your retirement and financial goals? Where do you want to be, 5, 10, 20 years from now?
We believe the most important part of our job is to help you realize these goals and execute them in the most efficient way possible.
Take a look at just a few of the service we can provide you and your family.
Retirement Planning Services
Are you prepared for retirement? Our financial advisors can help you learn about the right steps you can take for retirement.
Financial Planning Services
We utilize industry leading financial planning software to help our clients stay on track with their goals. Sometimes that is saving for retirement or saving for your child’s education, we can help put you in the right direction
1031 Exchange Investments
We work directly with real estate investor by helping them find DSTs for their 1031 Exchange.
Fiduciary Financial Advisors
Each of our financial advisors is legally a fiduciary. We believe this is crucial to any advisor client relationship. We are obligated to do what is in the best interest of our clients.