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
About &Partners
&Partners is a wealth management firm built by advisors for advisors. Our mission is to combine industry-leading technology, a flexible investment platform and premium service for the sole purpose of helping our clients realize their financial goals.
&Partners is a dually registered Broker-Dealer and Investment Advisor. It is a wholly owned subsidiary of Ampersand Partners, LLC. The management team of &Partners is comprised of a team of seasoned professionals with a long tenure in the advisory services and wealth and asset management industries.
Ready to Join the Ensemble
Let’s work together to achieve financial unity for you and your family, now and for generations to come.