Family Legacy Meets Financial Experience
Building Trust, Crafting Personalized Financial Futures
Our Roots in Florence, SC
At Ensemble Wealth Planning, we’re more than just a wealth management firm; we’re a community-oriented team deeply rooted in Florence, SC. Our story began with Wendell, a former engineer whose precise approach to problem-solving laid the foundation for our firm. Over time, the addition of Caroline transformed our team into a dynamic father-daughter partnership, embodying a blend of generational wisdom and modern financial strategies.
We don’t just focus on numbers; we prioritize genuine relationships, aiming to truly understand your financial dreams and make them a reality. This collaborative, multigenerational approach helps ensure that our financial advice is a result of diverse perspectives and experiences. With experience ranging from estate planning to tax efficient investing, we specialize in offering a comprehensive approach to wealth planning.
Families Serving Families
As a family-focused team driven by our mission, we extend our values to create a larger family—our valued clientele. Our community involvement, from local church initiatives to volunteer programs, underscores our belief that wealth planning is as much about building trust and relationships as it is about financial independence.
We serve not only the low country but also a broader clientele, consistently prioritizing personalized service and community engagement. We believe that every client represents a unique story and set of goals, and we’re committed to ensuring that their significant life events never go unnoticed.
Join us at Ensemble Wealth Planning, and let’s work together to achieve financial unity for you and your family, now and for generations to come.
Meet the team
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Wendell Jones, CFP®
Founder & Financial Planner
Read More: Wendell Jones, CFP®We pride ourselves on delivering a highly personalized service.
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Caroline Toniolo, CRPC®
Founder & Financial Advisor
Read More: Caroline Toniolo, CRPC®“We are fully committed to understanding and meeting the distinct financial needs and aspirations of each of our clients.
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Nathan Love, CFP®
Financial Advisor
Read More: Nathan Love, CFP®Nathan started in the financial services industry in 1998 and began to build a foundation as a portfolio manager with a trust company and then adjusted to work as an advisor with an independent RIA firm. He embarked on an opportunity with a large financial firm for almost a decade and along the way created…
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Danielle Gainey, FPQP®
Senior Associate
Read More: Danielle Gainey, FPQP®Background and Education I was raised in Darlington, SC where I still reside with my husband, children, and grandson. After holding a couple of positions with large companies I decided to join the investment industry in 2014 while still furthering my education. I attended Limestone College where I earned my Bachelor of Science with a…
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Alexa Rogers
Client Associate
Read More: Alexa RogersI was raised in Jamestown, SC and came to Florence to attend Francis Marion University and have been here ever since. I earned a BS in Political Science with a minor in Psychology from FMU. I worked as a Pharmaceutical Representative for 10 years and then took some time off to be a mom. I…
About &Partners.
We are proud to partner with &Partners, a wealth management firm offering advanced technology, a flexible investment platform, and premium service.
Ready to Join the Ensemble
Let’s work together to achieve financial unity for you and your family, now and for generations to come.
