Becoming a client with us is easy. In order for us to better serve you, you have three options:

 

• Complete this form and email it to us using the Send Form button on the file.

• Click on this form, print, complete, and mail it to:

  • 1807 West Evans St., Suite A, Florence, SC 29501

• Call us at 843.292.9997.

 

Our typical client has at least $250,000 in assets for us to manage. Our clients tend to be medical professionals, retirees and those close to retirement, and busy professionals. They are delegators who are serious about their wealth, but have no desire or time to manage it themselves.