Crafting Harmonious Financial Futures
A Unified Approach to Tailored Wealth Management
Find your office
● Planning with families since 1995
● Offices in Florence & Pawleys Island
● Securities and advisory services through &Partners
● Client assets held at NFS, a Fidelity company
We are Ensemble Wealth Planning, a South Carolina practice specializing in multi-generational financial planning, with offices in Florence and Pawleys Island.
Led by a father-daughter partnership, we bring a balanced perspective to wealth management.
Ensemble Wealth Pee Dee
Wendell Jones, CFP®, and Caroline Toniolo, CRPC® · Florence, SC
Ensemble Wealth Coastal
Rob Unger · Pawleys Island, SC
Our Mission
Serving the Pee Dee Region, the Grand Strand and beyond, we craft genuine relationships built on trust and understanding, with a focus on a well-orchestrated, multigenerational approach to wealth planning.
To harmonize your financial dreams with reality through a distinct blend of generational wisdom and modern strategies.
What Sets Us Apart
Our approach isn’t just about transactions; it’s about forming long-term partnerships that help you achieve financial harmony.
Family-Led Approach
When you join Ensemble Wealth Planning, you become an extension of our own family. Our leadership—comprising a dynamic father-daughter team— helps ensure that there’s a built-in generational perspective, offering continuity and long-term planning for your financial well-being.
Proactive Client Care
We strive to not only meet but exceed your expectations by anticipating your evolving financial needs. Our tailored services are designed to adapt, with a goal of offering solutions before you even realize you need them.
Comprehensive Outlook
We go beyond mere numbers to take a 360-degree view of your financial situation. Our approach is all-encompassing, focusing not just on investments but also on tax efficient investing, estate planning, and your unique life goals.
Local Insight
With offices in Florence and Pawleys Island, SC, we bring the essence of low country warmth and sincerity to our financial solutions. Our local history adds a personal touch to the wide-ranging financial strategies we provide
Our Suite of Financial Services
We provide comprehensive financial services tailored to address the unique needs of each client. From wealth and estate planning strategy to tax efficiency and generational wealth planning, we offer:
Wealth Planning
Crafting personalized strategies for long-term asset accumulation.
Tax Efficiency Planning
Advising on tax-effective investment choices and planning for retirement.
Investment Advisory
Active portfolio management aligned with your goals.
Generational Wealth Planning
Consulting on multigenerational finances to help establish a durable family legacy.
The Individuals & Families We Serve
We delve deep into your financial narrative, then chart a course designed to achieve your objectives, all while helping to offer support, clarity, and experience at every juncture.
Our Experience Resonates
Our tailored services are designed to be in tune with the unique challenges you face.
Our specialized experience particularly resonates with a select group of clients:
Multigenerational
Families
Entrepreneurs
Executives
Business Owners
Your dreams and aspirations remain our guiding star.
Our Latest Insights
Empower Your Financial Journey with Ensemble Resources
Every individual,
every family has a unique financial story.
What’s yours?
info@ensemblewealthplanning.com
