Our team offers personalized client care, innovative financial solutions, and proactive expertise to create financial independence for our clients. We prioritize forward-thinking and holistic planning, offering a wealth of services for both individuals and businesses. We don’t put our clients in a box, we build a box for our clients.
As fiduciary asset managers, we are legally required to put our clients’ interests first. Thus, we represent and work for our clients, not an investment firm, and have no financial incentive to recommend one investment over another. Instead, we are committed to a culture of service, not sales, and strive to make the best recommendation based on your unique set of circumstances.
Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org/ www.SIPC.org, a Registered Investment Adviser. Goldfinch Wealth Management, 325 Rocky Slope Rd. Suite 302 Greenville, SC 29607, (864) 375-4700. This communication is strictly intended for individuals residing in the states of AL, CA, DC, FL, GA, IL, IN, MD, MS, NC, NJ, NY, OH, PA, SC, TN, VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html
Company Details
- Founded
- -
- Address
- 325 Rocky Slope Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.goldfinchwealth.com
- Keywords
- Greenville.
- HQ
- Greenville, South Carolina
Goldfinch Wealth Management Questions
Goldfinch Wealth Management's website is http://www.goldfinchwealth.com
Goldfinch Wealth Management's LinkedIn profile is https://www.linkedin.com/company/goldfinchwealth
Goldfinch Wealth Management's industry is
Financial Services
Goldfinch Wealth Management's top competitors are
Ritholtz Wealth Management,
Wealth Enhancement,
Mercer Advisors,
Creative Planning,
Snow Creek Wealth Management, Llc,
Cresset,
Hightower Advisors,
Mcgervey Wealth Management,
Mariner,
Ep Wealth Advisors.
Goldfinch Wealth Management's categories are Financial Services
Goldfinch Wealth Management's founding year is 2021
