Like most wealth management firms, Greenville’s Goldfinch Wealth Management offers a wide range of services — from retirement and estate planning to risk management and investment management. But, what you may not expect is Goldfinch’s boutique approach to tailoring their services to each individual client. Their team is driven by the belief that your life path is uniquely yours — and your approach to wealth management should reflect that.
“What you find, especially when dealing with the affluent, is that there are myriad aspects to each person’s situation,” says Roy Janse, managing partner of Goldfinch Wealth Management. “Therefore, our planning process is deliberately dynamic and fluid. Whether it’s legacy planning, retirement planning, investment management or tax management, each area is going to be completely customized for that specific client. Their needs drive our solutions, not the other way around.”
That might not be the way other wealth management firms do business, but Janse is committed to taking a more deliberate, long-term approach. Though more complex and time intensive, Goldfinch understands that people’s goals are ever unfolding and must be met with a plan that is both strategic and nimble.
“The situation is constantly evolving,” he says. “There are so many external variables such as the economy, the stock market, and tax laws. These elements impact people’s goals and what they might be inclined to do, but their personal preferences often change over time as well. We’ve worked with so many people over a 15-year period or longer, where their vision of what they want to do for their children’s education, or retirement or later on for legacy goals is completely different than where it was when we first started working with them.”
Since success is often a moving target, Goldfinch’s team of financial advisors has to take more time to make sure their collective aim is precise and accurate. It might not be the fast-paced, transaction-based model that some wealth management firms adopt, but Janse says he’s happy to be more meticulous, diving into greater breadth and depth and thus being more flexible with each client.
“It’s very time-intensive,” he says, “and requires proactively reaching out as our clients reach critical milestones in their lives.”
Goldfinch Wealth Management treats each client as unique, so it makes sense that Janse’s business philosophy comes from a unique place: He’s a former Olympian who competed in the 1996 Summer games as part of the Canadian sailing team.
“My approach to proactive financial planning was influenced largely in part by my Olympic training days,” he says. “If you fail to pay close attention to the small details of the race that are constantly shifting and evolving, you can find yourself going from medal position to dead last in less than 10 minutes. As is the same with financial planning.”
Securities and Advisory Services offered through Commonwealth Financial Network®, member FINRA/ SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Goldfinch Wealth Management. Goldfinch Wealth Management is located at 325 Rocky Slope Road, Suite 302 Greenville, SC 29607 and can be reached at (864) 375-4700.
