ProVest Wealth Advisors | 864-582-7766

Schwab Alliance Login
Albridge Login

"The ProVest Perspective" Podcast

Facebook Instagram

Your Spartanburg Financial Planner

ACTIVE MANAGEMENT

We actively manage most of our clients’ accounts which includes evaluating research daily to decide how to appropriately invest for current market conditions. We do this in an effort to mitigate risk and maximize return. 

 

Disclosure: No strategy can guarantee profit or protection against loss. Investing involves risk. Depending on the types of investments, there may be varying degrees of risk. Investors should be prepared to bear loss, including total loss of principal.

Are you tired of your portfolio suffering gut-wrenching losses?

Active Management is a integral part of our financial planning firm’s strategy.  Click on the video above to hear more about how Active Management works.

Click here to Learn More about how we manage our clients' assets

We also Teach You How To Invest Your Money with the Wealth Toolkit

We help clients prepare customized plans that incorporate projections and scenarios of future plans, based on a client’s unique circumstances. Using leading technology, we are able to tailor each client’s goals into a written financial blueprint that is both well-crafted and easy to understand.

Click here to Learn More about how we manage our clients' assets

THE WEALTH TOOLKIT

At ProVest, we believe financial planning and investment management go hand and hand. Discover how we integrate financial planning & investment management using The Wealth Toolkit.

Dividend stocks can be an excellent addition to any portfolio

Click on the video above to hear more about the benefit of Dividends.

WE HELP YOU TRACK YOUR INVESTMENT PERFORMANCE

Typically a potential client will have a few accounts scattered about, each with differing levels of risk and reward. After obtaining a list of all statements with the current positions, we are able to analyze the holdings in a portfolio. One’s appetite for risk changes through time, and along with it their optimum level of risk. While some are too aggressive, others might be too conservative to reach their potential. Using technology, we are able to see how well your portfolio represents you and your future.

INVESTMENT MANAGEMENT

At ProVest, we believe financial planning and investment management go hand and hand. Discover how we integrate financial planning & investment management using The Wealth Toolkit.

Know More

Our Core Values

OUR COMMITTMENT TO OUR CLIENTS IS UNPARALLELED.
TRUST
INTEGRITY
FOCUS
EXCELLENCE
EXPERIENCE

cERTIFIED fINANCIAL pLANNER nOEL b. sWAIN

NOEL B. SWAIN

Noel Swain is the founder of ProVest Wealth Advisors, Inc.  Since 1984, Noel has been fulfilling his mission to work with the great people of the Upstate to help give them the confidence in the future they need to plan for their “great goals of life.”  His work involves formulating the strategies and finding the right financial products to help his clients achieve those great goals, and helping them understand the overall markets and their own portfolio.  

Check the background of an Investment Professional on FINRA’s Broker Check.

PROVEST NUGGETS - VIDEO LIBRARY

Financial Advice ON DEMAND

Learn More

WE ARE ALWAYS FOCUSED ON

Our Clients.....

InvestmentS

Our approach to investments marries our decades of experience with modern investment-tracking technology.

Retirement

Your retirement goals are important to you and thus, important to us. We build your financial plan based on your individual retirement goals.

Estate planning

We help you create an estate plan that speaks to your goals.

Progress monitoring

We offer online access to your portfolio so you can see exactly how your investments are performing. Need further explanation? Our staff is ready to help you navigate financial reports.