Nachman Norwood & Parrott Wealth Management Consultancy
Financial ServicesSouth Carolina, United States11-50 Employees
The company provides consultative services in financial planning and wealth management for high-net-worth individuals and families, as well as for corporate retirement plans. It operates as an independent advisory group, not tied to any single company or product, with a focus on prudent asset stewardship and acting in the client's best interests. Based in Greenville, South Carolina, the firm is described as a mid-sized player within the financial services sector. Its client base comprises high-net-worth individuals and families and corporate retirement plans seeking objective guidance and tailored financial strategies. Within the industry, the firm emphasizes independence from product manufacturers and a client-first approach to guidance. In July 2021, CapTrust Advisors acquired Nachman Norwood & Parrott Wealth Management.