Meet Your Team

Founder, Wealth Manager

Phone: (864) 357-3704

View details
Deb Olson

Client Service Administrator

Phone: (864) 598-0000

Wealth Manager

Phone: (864) 202-0235

View details
Hypothetical Portfolio
  • Stocks
  • Mutual Funds / ETFs
  • Bonds
  • Alternative Investments

Our Philosophy

At Intellivest Wealth Management, we can offer a wide variety of investment products to meet your goals and needs.  With over 40 years of combined investment experience we can help you build the right investment portfolio.

We believe in a more active approach than the typical “buy and hold” strategy.  The market changes day by day, and it is critical to make changes to portfolios when we see the need to do so.

Our Services

At Intellivest, we like to begin with the end in mind.  What are your 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.

Contact Us

Investment Management

Expand your investment portfolio with a wide variety of investment products.Learn More »

Estate Planning & Trust Services

Build your family legacy through by developing a proper estate plan.Learn More »

Life Insurance & Annuities

Protect you and your family and your family by finding out the right life insurance plan for you.Learn More »

Education Planning

Start saving for your children’s education using the right tools.Learn More »

401(k) & Retirement Planning

Get assistance on how to navigate your 401(k) and other retirement plans.Learn More »

Corporate Cash Management & Retirement Plans

Provide retirement benefits for you and your employees.Read More »