William Prewitt (CFP®, MS)

William Prewitt focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties

DISCOVER HOW SIMPLE YOUR FINANCIAL LIFE CAN BE
 
Typically, we’ll identify strategies within these core areas: 
  • Life Values and Goals
  • Cash Flow Planning
  • Retirement Income Planning
  • Risk Management and Asset Protection
  • Asset Allocation Strategies reflecting your goals
  • Investment Review and Planning
  • Divorce Planning
  • Education Planning
  • Tax Planning
  • Estate Tax Planning

 

Additional Information

 

Our Values

 

 

·       Fiduciary: act in your best interests all the time.

 

·       Fee-Only: transparent compensation that minimizes conflicts of interest.

 

·       Comprehensive: a bird's eye view that matches your money to today’s goals.

 

·       Disciplined:  we make trades for you even when markets make it uncomfortable.

 

·       Network: a skilled cadre of community professionals to help implement your plan.

 

NAPFA Start Date

June 01, 1985

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This Office

4 N Atlantic Wharf Ste 200 Charleston, SC 29401-2168 Phone: (843) 722-3331 Fax: (843) 722-8098