The FTCA Team
Serving the greater Greenville, SC area.
Location
Greenville, SC 29607 (864) 288-2849
A team behind every plan
The FTCA Team prides itself on delivering comprehensive financial planning and investment management. Our team, comprised of seasoned financial professionals, is dedicated to understanding each client’s individual goals and providing comprehensive, carefully crafted strategies. The FTCA Team excels in holistic wealth management with extensive experience across retirement planning, tax strategies, high-net-worth investment management, and more. The team also provides fiduciary consulting and investment management for employer retirement plans. With a commitment to clear communication, personalized service, and stalwart financial stewardship, we strive to simplify the complexities so you can feel supported while delivering financial confidence.
Meet Our Team
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Our offices, one team
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Greenville, SC
Greenville, SC 29607
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
FTCA Team From the Desk Of OBBB
Newsroom and Resources
View AllCode, Concrete, Capital, & Choice
Portfolio Commentary
The Secret Service & Indirect Taxes
Portfolio Commentary
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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