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Richard M
Series 66
Greenville, SC
Matthews Wealth Management LLC
Richard Matthews is a financial advisor with Matthews Wealth Management LLC in Greenville, SC. He holds a Series 66 designation and has 20 years of industry experience. Prior to founding Matthews Wealth Management in 2017, he worked at Purshe Kaplan Sterling Investments, Inc. and SeaCrest Wealth Management, LLC. Outside of his advisory role, he manages commercial property leases as a managing member for two LLCs in Fountain Inn, SC. Matthews Wealth Management provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach, combining fundamental, technical, and cyclical analysis to tailor portfolios built largely with ETFs, supplemented by occasional tactical trades and specialized products.
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