SC Wealth Advisors

The ProVest Perspective

with Noel B. Swain, CFP®️ and host Pamela Lyda

Every Sunday at 8 am and 4 pm
on 94.5 FM, WGTK,The Answer

Upcoming Radio Shows:

Sunday, Sept 24th, 2023

Annuities 101, part1

Sunday, Oct 1st, 2023

Annuities 101, part 2

Sunday, Oct 8th, 2023

The True Value of a FInancial Advisor

Featured Report

What exactly is an annuity?  What kinds of annuities are available and what are the advantages and disadvantages of each?  How am I protected against loss?  What will each of them cost?  What questions can I ask to be sure this is the best option for me?  DOwnload this report today for the answers to these questions and many more.


and how can it help you?

With the constant volatility in the stock market, you may wonder how this could affect your retirement plans. This is why we at ProVest have developed the Wealth Toolkit®. When we conduct a retirement analysis with our new Wealth Toolkit® it can help reduce your anxiety of investing by being able to better understand your recent portfolio volatility, and by comparing it to previous times in history.  This fabulous Wealth Toolkit® contains a Risk Assessment Tool, a Retirement Planning Tool, and a Social Security Analysis Tool. 

Risk Assessment Tool

To find out your own PERSONAL tolerance for Investment Risk, click on the Big Red Button

How does our Active Management style of investing work?

Active Management is a strategy used by investors to mitigate risk in the market by actively buying and selling securities.  Unlike passive investing, which simply tracks an index, active managers use their expertise to identify undervalued securities and capitalize on market trends. 

Free Reports

46 FAQ’s of Retirement

How Provest can help you achieve your goals

Phased Retirement

5 Questions to Answer before filing for Social Security

The Top 10 Ways to Prepare for Retirement

Understanding Stocks, Mutual Funds, and ETFs

1-2-3s of RMDs

Is a Roth conversion right for you?

6 Steps to Financial Independence for Women

How to Keep Healthcare Costs from Ruining your Retirement

How to keep Long term care costs from devastating you and your family

10 Potential Sources of Retirement Income

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Securities offered through Cambridge Investment Research, Inc. (CIR), A broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. 223 E. Blackstock Rd. Spartanburg S.C. 29301. CIR and Provest Wealth Advisors are not affiliated. We are licensed in the following states:NC, SC, GA, FL, MS, CA, VA, TX

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