Team profile


Personalized advice to help you achieve your goals

 Your financial goals are individual, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life. Sign up for a complimentary initial consultation.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Community participation

A big part of who we are is giving back to improve the lives of others not as fortunate as we are. Sam serves on three charitable boards with a focus on fund raising. These organizations include Ripple of One, The Cliffs Residents Outreach and The South Carolina Plan Giving Council of which Sam Head is currently a member. Sam is also very involved in supporting the churches that he has been involved with over the years.