Paul Foster and Rob Victor, with over 20 years of experience managing successful wealth management firms in Greenville, shared a common vision — create a full-service wealth management firm that provides concierge quality service with a personalized understanding of each client. They wanted to build a firm with a focus on goal-centric planning to anticipate each client’s needs with a commitment to help them meet key financial goals for themselves, their families and their business interests.
Our firm was born of this vision. Today, Paul and Rob, along with our seasoned team, help clients plan for financial success through a deep knowledge of investing, insurance and taxation issues.
Your goals may include gaining the financial freedom that affords additional time to spend with family and friends. Or maybe you want to travel the world. No matter your financial goals we can help you achieve them.
When you become a client of Foster Victor Wealth Advisors, our initial meetings will feel like comfortable conversations. The team starts by learning about your goals with the aim of working to craft a customized plan to accomplish those goals. Our advisors have a knack for asking the right questions at the perfect time to help create a financial roadmap for you and your family.
Our primary goal is to make your life simpler by earning the role of your chief advisor. Our advisors will actively coordinate with other advisors you work with – accountants and legal consultants, for example – so your advisory team is fully coordinated with your short-term and long-term goals.
We hope to have the opportunity to earn that high level of trust.