Investment Management
Investment Management at GWM begins with a conversation. We take the time to deeply understand what you are trying to accomplish, your time horizon, and your risk tolerance before making the first investment. As an independent, boutique firm, we have the ability and freedom to craft custom portfolios that meet our clients’ unique needs. We do not sell, or even have, proprietary investment products, so you can have confidence in the fact that we only have your best interest in mind.
We are a small team but with a large support system. Through our partnership with Commonwealth Financial Network, we have financial analysts, technologies, market commentaries, and much more at our disposal. Because of this, our clients reap the many benefits of working with a small office while also gaining the support of a national broker-dealer. The majority of our clients maintain an advisory relationship with us where, once we get a comprehensive understanding of your investment needs, we manage your accounts on a discretionary basis as if they were our own.
We’d love to talk to you about how we might come alongside you as your trusted investment advisor!
Types of accounts we manage:
- Individual
- Joint
- Transfer on Death
- Traditional IRA
- Roth IRA
- Inherited IRA (IRA BDA)
- Trust
- Estate
- Corporate
- 529 Plan
- UGMA/UTMA
- Employer Sponsored Plans:
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- 401(k)
- SIMPLE IRA
- SEP IRA
- Defined benefit
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Address
10 Lavinia Ave
Greenville, SC 29601
info@graveswm.com
Phone
(864) 605-7030
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
