Backshore Wealth Management Group of Sullivan and Associates
Why pick this one
Backshore Wealth Management Group of Sullivan & Associates provides discretionary portfolio management, retirement income planning, and intergenerational wealth transfer strategies.
Best for
- Families planning intergenerational wealth transfers
- Business owners needing retirement and succession planning
- Individuals transitioning from wealth accumulation to retirement income distribution
- Clients seeking discretionary investment management
- Individuals addressing financial issues surrounding divorce
Specialties
- retirement income planning
- discretionary asset management
- intergenerational wealth transfer strategies
- business retirement planning
- succession planning
- charitable giving strategies
- estate planning strategies
- divorce financial analysis
- education planning
Certifications
- Certified Financial Planner (CFP)
- Certified Private Wealth Advisor (CPWA)
- Accredited Wealth Management Advisor (AWMA)
- Accredited Asset Management Specialist (AAMS)
- Certified Retirement Plan Specialist (CRPS)
- Certified Divorce Financial Analyst (CDFA)
- Wells Fargo Advisors Financial Network
What makes them different
- Team members established the firm's framework following the 2007 merger of A.G. Edwards & Sons and Wachovia Securities
- Team members have more than 85 years of combined financial services experience
- Offers discretionary asset management through advisory agreements and custom portfolios
- Uses a multi-generational team structure to support intergenerational wealth transfer
- Listed among the 2025 Forbes Best-in-State Wealth Management Teams
Distilled from this business's own website.
Contact & Location
- Address
- 223 Commerce Street, Suite B, Greenville, NC 27858
- Phone
- 2525657770
- Website
- https://www.backshorewealth.com/
Services
- financial analysis and investment planning
- retirement planning
- portfolio management
- wealth preservation
- professional coordination with tax and legal professionals
- 529 college savings planning