our process

Developing Your

Financial wealth plan

Our goal is to ensure your financial goals and objectives are in line with your risk tolerance. Your advisor can help you design a personalized financial plan that best meets your stated goals.

personalized investment plans

At WCM Global Wealth, our investment strategies are based on your custom plan. We strive to consider your goals and values when researching potential for your portfolio holdings. We evaluate your portfolio needs using a combination of quantitative, qualitative, and technical research tools to provide asset allocation in an effort to render the best possible results. Our portfolio professionals pursue your goals when translating stated financial information into a sound investment strategy. As a diversified financial services firm, WCM Global Wealth offers a wide array of financial products and services to implement your plan.

Process-driven, and time-tested 

DIVERSIFIED FINANCIAL SERVICES

Our process-driven, time-tested strategies are managed by our experienced team to assist you in creating and implementing your plan to achieve your goals.

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Goal Identification

We listen to you in order to help you quantify and discover what you want to achieve with your wealth. It is impossible to arrive at a destination unless you know the way to get there.

plan development

Once you identify your goal, how do you get there? Your unique individual situation is our priority and requires a high level of skill and customization to navigate. WCM Global Wealth works closely with you to create a clear and concise plan, so your goal is achievable.
"Someone's sitting in the shade today because someone planted a tree a long time ago." – Warren Buffett

plan implementation

With your plan completed, we assist you with a diversified strategy which will be implemented according to your plan as we partner with you towards your mission and vision.


Legacy Wealth

Many high wealth individuals wish to create a long lasting legacy of wealth. We have the experience to guide your investments with thoughtful purpose and intention. Perhaps your goal is to develop a business that can be run and managed by your heirs.  Or perhaps you wish to craft a focused charitable giving strategy while still providing for your heirs.  Our experts can help manage your wishes in the most efficient manner.

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Private Wealth management

Managing wealth is much more complex than simply managing a portfolio. The menu of diversified financial services and products is vast. The consequences of taxes can be dramatic. You need advisors that look at the entire picture with the goal of growth with preservation of capital. You need the experience and the diversity of choice that we offer.

get started

Connect with an Advisor

Provide us with your name and email. A WCM Global Wealth advisor will contact you promptly to discuss your wealth management plan.

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ADDRESS

201 RiverPlace, Suite 500
Greenville, SC 29601

 
 

call us

Tel: 864.967.9838
Fax: 864.967.9837