Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help. Nurturing and protecting your wealth is paramount to not only pursuing the goals you have established for yourself and your family during your lifetime, but for generations to come.
That's why helping you to define and preserve your legacy is the cornerstone of our independent financial and investment planning process. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
That's why helping you to define and preserve your legacy is the cornerstone of our independent financial and investment planning process. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
Services
Foothills Wealth Management is a family-owned and operated financial services firm. Since 1997, we have served families in Easley, SC and surrounding communities seeking realistic, practical and unbiased advice delivered in a caring, compassionate and professional manner.
Our goal is to provide the families, business owners and executives we serve with a financial planning and wealth management experience that is meaningful, rewarding and enjoyable.Our clients appreciate our focus on providing truly personalized services and strategies to help them pursue what is most important in their lives.
Our goal is to provide the families, business owners and executives we serve with a financial planning and wealth management experience that is meaningful, rewarding and enjoyable.Our clients appreciate our focus on providing truly personalized services and strategies to help them pursue what is most important in their lives.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
The advisors at Foothills Wealth Management specialize in developing customized financial strategies for individuals, families and business owners. As your financial steward, we coordinate the advice and guidance you receive from your trusted advisors-financial, tax and legal professionals-in an effort to help you pursue your goals with confidence and bring clarity to even your most your complex financial challenges.
At Foothills Wealth Management, we get to know you, not just your investments. Because we want to understand your needs, goals and desires, we take the time to listen. After a comprehensive analysis of your current financial picture, we work to educate you on the choices available to you. We are committed to helping you move toward long-term financial success and delivering unparalleled service along the way.
The term fiduciary is a good thing to hear if you're searching for a financial advisor. If a financial advisor is a fiduciary, he or she holds a relationship of trust with a client and abides by fiduciary duty. Fiduciary duty is the ethical obligation to act solely in someone else's best interest, which in theory should minimize conflicts of interest and make a financial advisor more trustworthy.
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