Wealth Management in Greenville SC
Retirees and pre-retirees in Greenville deserve coordinated wealth management that combines investment advisory services, financial planning, and tax strategy under one roof—without juggling multiple advisors who don’t communicate with each other.
Financial Advisors for High Net Worth Clients in Greenville SC
If you’ve worked hard to build your wealth only to feel lost in a maze of conflicting advice from different financial advisors, you’re not alone. Many Greenville retirees find themselves frustrated with large, impersonal investment firms that don’t understand South Carolina’s favorable tax landscape or the specific needs of individuals approaching or living in retirement.
Godsey & Gibb Wealth Management is a registered investment adviser (RIA) with a dedicated Greenville office serving clients who have accumulated $500K or more in investable assets. Our wealth advisors eliminate the complexity of managing multiple financial relationships by providing comprehensive, coordinated services that address investments, tax planning, and estate strategies together.
We don’t operate on commissions or sales quotas. As fiduciaries, we’re legally obligated to put your interests first—which means you receive advice designed to help you achieve your goals, not to generate fees for us.
Reviews From Greenville Clients
Our Approach – Retirement Planning in Greenville SC
Fiduciary financial advisors
We are legally bound to put your interest first, eliminating conflicts that can compromise advice at commission-driven institutions
Synchronized investment management and tax preparation
Our in-house CPA team collaborates directly with your financial advisor, ensuring investment decisions considers tax implications
Rigorous investment selection process
Rather than defaulting to broad mutual funds or ETFs, we conduct thorough research to build your entire portfolio with purpose
Dedicated wealth advisor building deep family relationships
You work with professionals who know your history, your family, and your goals—not a rotating cast of representatives
This isn’t financial planning by checklist. It’s genuine guidance from a team invested in your success.
Our Process – Greenville SC Wealth Management
Step 1: Comprehensive Wealth Assessment
We begin with a detailed review of your current investments, retirement accounts, income sources, and estate planning documents. This includes analyzing your tax situation to identify optimization opportunities—particularly important in South Carolina, where retirees can benefit from no state tax on Social Security, generous retirement income deductions, and a $50,000 homestead exemption for homeowners age 65 and older.
Step 2: Synchronized Strategy Development
With a clear picture of where you stand, our team creates a coordinated investment and tax strategy. Your wealth advisor works alongside our in-house CPA team to develop an approach that considers multi-year tax bracket management, Roth conversion timing, Required Minimum Distribution scheduling, and other tax considerations.
Based on your goals, risk tolerance, and timeline, we construct a portfolio using individual securities rather than generic fund products. This approach allows us to tailor dividend income, fixed income maturities, and sector exposure precisely to your needs. We also develop a multi-generational wealth planning strategy if preserving wealth for your family and loved ones is important to you.
Step 3: Ongoing Management and Optimization
Financial strategy isn’t something you set and forget. We provide regular portfolio monitoring and rebalancing aligned with your retirement timeline. Market conditions change. Tax laws evolve. Life happens.
Our team provides annual tax preparation integrated with your investment strategy, ensuring the plans we create actually get implemented. You receive strategic planning updates as circumstances shift, whether that’s a change in federal RMD rules or a new opportunity to lessen your tax burden.
You won’t wonder what’s happening with your investments—you’ll have a direct line to the people making decisions on your behalf.
What Makes Greenville Wealth Management Different
Most national firms send advisors who rotate through markets without developing deep local expertise. Our Greenville office is different.
greenville financial advisors
Our wealth advisors understand South Carolina’s tax code, including how state retirement income deductions work, property tax assessment ratios for primary residences, and the absence of a state estate tax. This matters when structuring your portfolio and estate plan.
tax planning for retirees in greenville sc
Unlike firms that hand off tax work to outside CPAs, our professionals work together daily, ensuring your financial strategy and tax preparation are fully synchronized
Focus on approaching and current retirees
We specialize in the unique challenges you face, from retirement income planning to estate transfer strategies
Access to investment decision-makers
You can speak directly with our investment team about specific securities or our methodology—complete portfolio transparency
Our Wealth Management Services in Greenville SC
Investment Management
We construct customized portfolio strategies aligned with your retirement timeline and risk tolerance. This includes regular monitoring and rebalancing to keep your investments on track with your goals.
Our approach emphasizes wealth preservation through dividend-focused stocks, fixed income allocations, and positioning designed with the intent to protect against market volatility.
Tax Strategy & Preparation
Our in-house CPA team provides tax preparation for investment clients, eliminating the disconnect between advice and implementation. Beyond annual filing, we deliver coordinated tax planning strategies designed to minimize your lifetime tax burden.
This includes managing your tax bracket across retirement, timing Roth conversions strategically, optimizing capital gains and losses, and ensuring you take full advantage of South Carolina’s tax benefits for retirees.
Retirement & Estate Planning
Comprehensive retirement income planning ensures your resources last throughout your lifetime. We help you coordinate Social Security, pensions, retirement account distributions, and other income sources into a sustainable withdrawal strategy.
Multi-generational wealth transfer strategies help you preserve and protect assets for children and grandchildren. With federal estate tax exemptions currently at $15 million for individuals ($30 million for married couples), many Greenville families likely won’t face estate taxes—but proper beneficiary designations, trust structures, and succession planning still matter significantly.
Meet Your Local Greenville Wealth Advisors
Kyle Fischer, CFP®
Wealth Advisor
Greenville, SC
With over ten years of experience in the financial services industry, Kyle brings a deep understanding of how all areas of a client’s financial life work together. As a CERTIFIED FINANCIAL PLANNER™ and former Certified Public Accountant (CPA), Kyle brings deep expertise to his client relationships. Kyle enjoys playing basketball and golf as well as rooting for the Clemson Tigers and Green Bay Packers. His family attends Grace Church, where he is actively involved by serving in student ministry.
Dan Savage
Wealth Advisor & Partner
Greenville, SC
With over 30 years of experience in the financial services industry, Dan has an extensive background in strategic and tactical asset allocation, tax planning, and estate planning. He is especially passionate about financial education and enjoys partnering with multiple generations within a family to help them build and preserve wealth. Dan’s thoughtful, planning-driven approach helps clients prepare for retirement, manage their investments in a manner that aligns with their goals, structure their legacy, and navigate through life’s transitions. Outside of work, Dan is a family man who enjoys spending time with his wife Shelly, to whom he has been married for 30 years, and with whom he raised five nieces and nephews. In addition, he enjoys basketball, racquetball, traveling, and attending car shows where he can meet people from all walks of life and share stories related to their favorite makes and models. Dan is a member of Five Forks Methodist Church and actively supports several organizations in the Greenville community, including A Child’s Haven and the Peace Center for Performing Arts.
Together, this team collaborates with our firm’s in-house CPAs and investment research professionals to deliver comprehensive wealth management. When you work with our Greenville office, you’re getting the resources of a larger firm with the personalized attention of a local practice.
Our Greenville Office Location
40 West Broad Street, Suite 350
Greenville, SC 29601
Business Hours
| Monday – Friday* | 8:30AM – 5:00PM |
| Saturday – Sunday | Closed |
*Our Greenville, SC location observes the NYSE stock exchange closures.
Greenville, SC
Our Other Office Locations
Frequently Asked Questions
What is the minimum to work with your firm?
We require $500K in minimum investable assets to uphold our commitment to top-tier service. This threshold allows us to provide the dedicated attention, personalized strategies, and integrated tax planning that our clients deserve. Managing fewer, larger relationships means we can truly serve as your partner rather than processing transactions.
How do you charge for wealth management services?
Our fee structure is transparent and based on assets under management:
- 1% annually for the first $1 million in AUM
- 0.75% annually for AUM from $1 million to $2 million
- 0.50% annually for any AUM above $2 million
This fee is the only compensation we receive to serve as your investment firm. Tax preparation services are provided for investment clients at an additional cost as part of our integrated approach.
Do you serve clients outside the Greenville area?
Yes. We serve clients through additional office locations and virtual service capabilities if that’s your preference. Our commitment to personalized service extends regardless of how you prefer to meet.
What makes working with you unique?
Several things distinguish our firm:
- In-person meetings if you wish—we value face-to-face conversation and relationship building
- Personalized service with a synchronized approach that coordinates every aspect of your financial life
- Access to our investment team if you’d like to discuss specific securities or our methodology
- No 800 number—only our team responding to you promptly and personally
- Education and preparedness for your family, ensuring spouses and heirs understand your financial situation and plans
We’re not a large institution where you become lost in the system. We’re a team of professionals committed to your family’s financial future.
Start Your Wealth Management Journey Today
If you’re ready to stop managing fragmented financial relationships and start working with a firm that coordinates your investments, taxes, and estate planning into one strategy, we’d welcome the opportunity for a conversation.
Fill out our contact form to schedule an initial consultation. This meeting is entirely no-obligation—an opportunity for us to learn about your situation and for you to determine if our approach is right for your needs.
You’ve worked hard to build your wealth. Now let’s create a plan to protect it.