Intelligent Investing- Wealth Management

Intelligent Investing‑ Wealth Management is a financial planner in Greenville, SC. The boutique firm provides fee‑only wealth management and comprehensive financial planning for high‑net‑worth individuals, families, executives, professionals, women, millennials (HENRYs), retirees, and nonprofit or institutional clients. Services include business succession and exit planning, charitable giving, estate planning, held‑away asset management, retirement and risk management, Social Security planning, sudden‑wealth and widowhood planning, tax planning, and full‑service wealth management delivered through gold, platinum, and diamond tiers.

The firm’s approach centers on reducing financial stress by organizing clients’ “financial junk drawers” with its proprietary Intelligrations® process and behavioral coaching. Intelligent Investing emphasizes a client‑first philosophy, guided by core values of compassion, legacy, integrity, excellence, nimbleness, and truth. As independent, fee‑only advisors, they do not sell insurance, annuities, or other products, eliminating conflicts of interest. Their service model includes custom‑designed risk profiles, diversified portfolios, automatic rebalancing, tax‑loss harvesting, paperless statements, an online client portal, comprehensive written financial plans, cash‑flow analysis, and collaboration with clients’ CPA and attorney teams.

Located on Market Point Dr, the office sits just off Woodruff Road. It is a short walk, about a tenth of a mile, from a UPS post office and a nearby clinic, and within a few blocks of the Golden Strip School of Music and the Big Air sports center, placing it conveniently in a well‑connected part of Greenville.

By offering independent, fee‑only advice and a holistic, stress‑reducing planning process, Intelligent Investing‑ Wealth Management stands out as a trusted partner for affluent clients seeking personalized, conflict‑free financial guidance in Greenville.

Services:

• Behavioral Coaching
• Estate Planning
• Retirement Planning
• Risk Management
• Wealth Management Process