Asset Management, Inc. - A Premier Financial Service Provider

 

Wealth Accumulation
Wealth Preservation
Wealth Transfer
Estate Tax Analysis
About Us
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Asset Management Inc.
109 Blockhouse Rd
Greenville, S.C. 29615
Office 1-864-675-1571
Fax 1-864-281-9662
e-mail - info@assetm.com
  

Asset Management, Inc. was formed in 1980 as an independent estate planning and consulting firm. Estate planning is all we do. Our training and focus is directed toward this field. Our approach to estate planning and wealth management is distinctly different. We explore these areas as a means of providing solutions for our client's goals. Because of our mission statement, we believe what you give will come back to you. We really enjoy helping people and because we take the time to listen and give clients what they need, they often send additional clients our way. The referrals are worth the extra effort.
 
Currently, working through centers of influence, our Home Office conducts over one hundred seminars a year including: public seminars for colleges, churches, non-profit groups and continuing education seminars for CPAs. All seminars are strictly based around estate planning and wealth management.
 
Bill Davis, President and founder of Asset Management, was named to the National Registry of Who's Who for his work in the estate planning and wealth management field.  Bill has earned his designation as a Certified Estate Planner and is also an Investment Advisory Associate.

 
Chris Wells joined the Firm in 1996 as a Junior partner. He has a Series 7 and Series 24 and is also an Investment Advisory Associate. He is currently enrolled in the CFP program at Florida State University. Chris' main emphasis is in the wealth accumulation and wealth protection areas.
 
"Ethics are the most important thing in business. You need to treat people fairly, find out their needs and fulfill them." To that end, Asset Management, Inc. strives.
 

Securities Offered Through Mutual Service Corporation, A Registered Broker/Dealer - Member NASD and SIPC

Asset Management, Inc. is not affiliated with Mutual Service Corporation.


*Securities Offered Through Mutual Service Corporation, A Registered Broker/Dealer - Member NASD and SIPC **Asset Management, Inc. is not affiliated with Mutual Service Corporation. Advisory associates offering advisory services through mutual service corporation, a registered investment advisor.