Your Spartanburg, SC Financial Advisors.
Intellivest Wealth Management is a Registered Investment Advisor Headquartered in Spartanburg, South Carolina. Our financial advisors are dedicated to helping our clients achieve their retirement and financial planning goals. With over 40 years of combined investment experience we can help you build the right investment portfolio.
Ready to get started? Feel free to contact us here or call us at (864) 598-0000!
Our services
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Financial Planning Services
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Retirement Planning Services
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1031 Exchange Investments
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Trust Investment Management
Our Financial Services
At Intellivest Wealth Management, we like to begin with the end in mind. What are your retirement and financial goals? Where do you want to be, 5, 10, 20 years from now?
We believe the most important part of our job is to help you realize these goals and execute them in the most efficient way possible.
Take a look at just a few of the service we can provide you and your family.
In-person and remote options
Our office is conveniently located in Spartanburg County. Can’t make it into the office? No worries – we’ve got you covered with online appointments.
Call us at: (864) 598-0000
Visit Us at: 3082 Old Furnace Road, Boiling Springs SC, 29316
Meet our Financial Advisors
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Michael J. Dickey MBA
Founder and Financial Advisor
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Logan M. Dickey
Financial Advisor
“Begin with the End In Mind.”
— Michael J. Dickey, MBA