Means Wealth Management, a registered investment adviser, has a new office space at 325 Augusta St. in downtown Greenville. The move from their previous office at 330 East Coffee St. will provide an expanded workspace for current employees with room to grow.
The team at the Greenville office consists of three financial advisers. The team also includes a dedicated relationship manager as well as Means Wealth’s chief planning officer. As of Jan.y 30, clients and prospective clients will be able to schedule meetings with the Means Wealth team at its new location, according to a news release.
“We are excited for the opportunity to start a new chapter in the 85-plus year history of our firm and our five-plus year history in the Greenville area,” Vice President Alex Means said in the news release. “Fully integrating ourselves in the heart of downtown Greenville is something I have long hoped to accomplish, and I am excited for the opportunity to continue to provide to new and existing clients that personalized, family-feel experience that Means Wealth believes in.” Means works alongside his brother, David Means, to lead the team in Greenville.
“Greenville is flourishing, and we wanted to be a part of that,” CEO Erin Barry said in the release. “Our growth in Greenville and the Upstate has been exponential, and we wanted to have a space that met the needs of that growth for both our employees and, most importantly, for our clients.”
Means Wealth has locations in Greenville and Greenwood as well as two locations in Maine. In addition to overseeing all four Means Wealth Management locations, CEO Erin Barry has assisted with the planning and execution of the Greenville office move.