About

We Never Forget Whom We Are Here To Serve

GreerWalker Wealth Management LLC was founded in November 1997 as the investment affiliate of GreerWalker LLP. We are an independent, fee-based registered investment advisory firm providing a diverse clientele with wealth management and financial planning services, as well as access to talent and solutions from the nation’s leading investment firms. We do not sell our own financial products, so you know that our focus is completely on you and your goals.

As a Registered Investment Advisor, GreerWalker Wealth Management operates under the strictest fiduciary standards.

Each client enjoys a dedicated team as well as access to our deep resources and technical expertise. We work closely with the professionals in our tax department, who are actively involved and always accessible to our clients.

Our Team

Your GreerWalker Wealth Management Team has achieved the highest standing in our industry as well as advanced business degrees and credentials; however, what makes us unique as investment advisors is the thoroughness with which we pursue a more profound understanding of our clients.

White Papers

4 Tips For Donating Artwork To Charity
[ read more ]

Brochure

Download Our Wealth Management Brochure

Key Partners & Associates

James N. Reichard, CPA, PFS, Partner

> Call 704-377-0239

> Email

> Download vCard

> Visit bio page

Sign Up for Our Newsletter