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Matthew S
Series 65
Columbia, SC
South Carolina Wealth Management Group, LLC
Matthew Smith is the principal of South Carolina Wealth Management Group, LLC and holds a Series 65 designation with 12 years of industry experience. He has served as Senior Trader and Analyst for the State of South Carolina Treasurer’s Office since 2015, managing fixed-income portfolios. Outside of his advisory and state roles, he is president of theinvestar.com, LLC, a company related to finance and investing articles. South Carolina Wealth Management Group, LLC provides financial planning, discretionary portfolio management, and consulting services primarily to individual clients. The firm constructs portfolios using individual stocks, mutual funds, ETFs, fixed income, and may employ options and margin strategies within client accounts on a discretionary basis.
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