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wcm difference

 

 

We Help You Create And Implement Your Plan With


experienced & Dedicated advisors

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  • Who We Are
  • What We Do
  • Our Core Values

WCM Global Wealth, LLC was founded to deliver professional money management, planning and advice to discerning clients who appreciate independent thought, hard work, transparency and the pursuit of excellence.

Vision
Our professional wealth managers are personally committed to your financial journey. WCM seeks to fully understand your goals and deeply held values as we craft a plan which aligns your finances with your dreams.

Mission
Our mission is to clearly identify the steps necessary to bring your vision for your future into reality. WCM accomplishes this by providing our clients with direct access to our experienced team of professionals thereby making it our priority to help you reach your life’s ambitions.

Legacy
Our clients are typically legacy minded and desire to have a long-lasting impact beyond their lifespan. One of the most impactful services WCM provides is helping our clients purposefully plan their legacy while aligning their values and financial resources with focus and intentionality.

Impact
By using a combination of rigorous planning and unique investment opportunities, we create a customized portfolio tailored specifically for you with both your deeply held values and unique set of financial objectives in mind.

We understand wealthy individuals vary greatly in their goals and aspirations, which is why we believe comprehensive wealth management requires thoughtfulness, adaptability and creativity.

At WCM, our difference is that we manage your money as if it’s our own. We want you, as the client, to be happy with your portfolio regarding your individual situation. As a result, we strive to maintain a balance that will meet your current and future needs.

In order to achieve our clients’ personal and financial goals, we first identify our clients’ closely-held values. We understand everyone’s financial path is different which is why our vision is focused on transforming the way clients experience financial services.

Once we identify our clients’ values, the WCM team comes together to brainstorm a personalized plan tailored to meet your specific needs. As we execute your plan, we continue to work side-by-side to navigate the changes in your journey.

Communication
At WCM, your calls and requests will be handled promptly and efficiently with the professionalism you expect from your financial partner. By providing direct access to decision makers, a rarity in this industry, we commit to keeping you informed about your specific investments and the overall market through timely updates and comprehensive reviews.

Clarity
Managing complex financial instruments and reporting on them can, at times, be daunting. We strive to provide clear and succinct reports designed to keep you informed and up to date on all activity in your portfolio.

Transparency
WCM is committed to a personal relationship, built on trust, with each of our clients. Complete transparency is the foundation of trust and is an integral part of our culture.

Results
We recognize when all is said and done, the result is the most important benchmark of our success. The team at WCM is focused on maximizing your returns within your unique risk tolerance to help you achieve your goals.

ERIK C. WEIR, CFP®

MANAGER

 

"You have a right to expect the best. This starts with a company-wide commitment to your satisfaction. Our employees take initiative to exceed your expectations. This is our culture."

Erik C. Weir, Principal and Manager

 

DEVELOPING YOUR FINANCIAL WEALTH PLAN

 

 

PERSONALIZED INVESTMENT PLANS

At WCM Global Wealth, LLC, we strive to consider your goals and values when researching opportunities for your portfolio holdings. By using a combination of quantitative, qualitative and technical research tools, we are able to provide asset allocation in order to render the best possible results.

 

 

Process-Driven and Time-Tested 

DIVERSIFIED FINANCIAL SERVICES

It is impossible to arrive at a destination unless you know the way to get there.

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Financial Goal Identification

Goal Identification

We listen to you in order to help you quantify and discover what you want to achieve with your wealth.
Financial Plan Development

Plan Development

Once you identify your goals, how do you get there? Your unique, individual situation is our priority and requires a high level of skills and customization to navigate. We work closely with you to create a clear and concise plan making your financial goals achievable.
Financial Plan Implementation

Plan Implementation

With your plan completed, we will partner and provide you with a diversified financial strategy that will help you accomplish your mission and vision.

 

 

Experience The Difference Of Our


TEAM

WCM Global Wealth, LLC is a combination of talented and experienced professionals brought together to support and assist our clients’ with achieving their financial plans.



 

 

Meet Our


ADVISORY BOARD

Sometimes even advisors need advice.

 

get started

Connect With An Advisor

To begin your financial journey, start by providing us with your name and email address. Once you’ve submitted this information, a WCM Global Wealth, LLC advisor will contact you within 24 hours 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