Renita M. Owens, CPA, PFS Wealth Managers

Investment ManagementSouth Carolina, United States2-10 Employees

Renita M. Owens, CPA, PFS Wealth Managers operates in the investment management sector as a fiduciary advisory practice focused on aligning financial strategies with client needs. Based in Greenville, South Carolina, the firm emphasizes tax-aware planning by leveraging the founder’s decades of public accounting and taxation experience to enhance investment outcomes, offering fee-based advisory services and working with a mix of retail accounts, 529 plans, annuities, and other retail investment accounts. The firm also supports clients considering Qualified Opportunity Zone Funds and the associated tax planning considerations, positioning itself to address both standard investment management and specialized tax planning needs. With a small team, the company concentrates on client-focused processes designed to search for and implement tailored solutions, operating within a regulatory framework that prioritizes fiduciary responsibility. The practice serves individuals and retail clients seeking comprehensive financial guidance that integrates tax considerations with investment strategy.

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