We offer customized investment management services to individuals and institutions.

find out more

Advisory Services

Sandlapper Wealth Management offers wealth advisory services including financial planning and investment management strategies to affluent and wealthy individuals as well as business entities and non-profit organizations.

Investment Approach

We offer ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client.

Our Team

Sandlapper Wealth Management and its Advisors bring decades of knowledge and experience through various market conditions and cycles. Our Advisors are experts at navigating and understanding the nuances of today’s complex financial environment.

Sandlapper Wealth Management

406 N. Pleasantburg Dr. Greenville, SC 29607

(770) 886-3993 ph | (770) 886-3993 fax

Copyright © 2019 SANDLAPPER Wealth Management, SANDLAPPER FINANCIAL CENTER, 406 N. Pleasantburg Dr. Greenville, SC 29607 (770) 886-3993 All Rights Reserved.

Sandlapper Wealth Management, LLC is an SEC-registered investment adviser.