Working with Us

We are dedicated to ensuring you and your family make sound decisions: gaining a better understanding of investing, retirement, estate planning, and wealth preservation.
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What's in a name?

The Roseate (row · zee · uht) Spoonbill is a local yet uncommon sight in South Carolina's Lowcountry. Its striking color sets the species apart as it soars above its peers.

Wealth Planning

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets.

Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan.

Education Planning

Saving up to pay for your child’s college education doesn’t have to interfere with your retirement goals. The trick is to plan ahead.

Risk Planning

Identifying and managing risks to your portfolio is the most effective way of protecting the balance sheet you've worked so hard to create.

Cash Flow Analysis

By estimating future cash flows and taking into consideration the time value of money, we determine your investments' full value.

Active Asset Management

We are continually analyzing economic and political data and market trends to optimize the return on your portfolio.
Illustration of Roseate Spoonbills wading

Rankings & Awards

Top Financial Advisors. Luxe Investment Services.

Roseate Group of Wells Fargo Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, CA, CO, CT, DC, DE, FL, GA, MD, ME, MO, NC, NJ, NM, NY, PA, SC, TN, TX, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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