The company brings its practical financial planning services to one of the region’s fastest growing retirement markets
Property Protection Money & Taxes Greenville, SC
Phoenix, April 30, 2026 (Globe Newswire) – Asset Preservation Wealth & Tax, a leading high net worth financial advisory firm, is continuing its national expansion by opening a new office in Greenville, South Carolina.
The expansion into Greenville was partly due to the transfer of a top consultant from the firm’s Denver office, who has strong personal ties to the area and a desire to return to the South. The firm identified Greenville as a strategic entry point into the Southeast, citing its proximity to major metropolitan areas such as Charlotte and Atlanta and its role as a gateway to continued regional growth. The Greenville office represents a long-term investment in the region, with a newly constructed, custom-designed space that aims to support client demand and team growth over the next decade.
Staffed by experienced, local financial professionals and led by investment advisor Andrew Perry, the Greenville office is now welcoming clients and providing personalized guidance on retirement planning, tax strategies and customized wealth management solutions. The new office will offer a full suite of services, including retirement planning, estate planning, tax services, life insurance, annuities and on-demand investment advice, designed to help clients protect and grow their financial future.
“We have always believed in being the neighborhood financial advisor that our clients can trust and meet face-to-face,” said Stewart Willis, president of Asset Preservation Wealth & Tax. “Greenville is a vibrant and growing community that is in desperate need of thoughtful retirement and tax planning. Expanding here allows us to build meaningful relationships and provide the personalized guidance our clients expect.”
In addition to one-on-one advisory services, the firm will host educational workshops and seminars in the Greenville area, giving residents the opportunity to learn more about retirement strategies, tax planning and wealth management in a local, accessible setting.
After more than 27 years of serving clients in the Southwest, primarily in Arizona and Nevada, Asset Preservation Wealth & Tax has continued to expand into high-demand markets across the country. The addition of Greenville reflects the firm’s commitment to serving the needs of individuals and families seeking active, tax-efficient retirement planning in emerging financial centers, as the city’s access to quality health care, low cost of living and retiree-friendly tax structure make it an important location for those approaching retirement.
