WEALTH MANAGEMENT SERVICES

MAXWELL F. BOYD
CERTIFIED FINANCIAL PLANNER™
CHRISTIE WILLIAMS
EXECUTIVE ASSISTANT
SERVICES WE PROVIDE

Financial Planning 
  • ​​Retirement Planning Solutions
​
  • Fixed Income Strategies and Maximization
​

Investment Services
  • Asset Management

  • Wealth Accumulation and Preservation

  • Diversification

Risk Management

  • Estate and Trust Planning

  • Wealth Preservation Solutions

  • Guaranteed Income Strategies

  • Family and Business Protection​
CONTACT US TODAY
OFFICE INFORMATION
Name
Message
Email
Subject
Submit


**By Appointment Only**

Office Hours:

Monday - Thursday
8:30am - 5:30pm

Friday
8:30am-12:00pm

Address:
Summerville
100 Main Street
Suite C
Summerville, SC 29483

Phone :
(843) 547-0066

Email:

FINRA Broker Check:

COMPLEMENTARY CONSULTATION INFORMATION
Free Consultations Available