Asset Management and Planning

Asset Management and Planning, based in West Columbia, SC, operates under the name Prudeo Partners. They provide a range of financial services including financial planning, retirement planning, estate planning, insurance, and asset management. The team at Prudeo Partners adopts an independent, client-centric philosophy, ensuring that the needs of clients are always the top priority.

What sets Prudeo Partners apart is their goal-based planning approach, which incorporates a unique time modeling component to tailor financial plans to individual clients. They also conduct behavioral-based assessments to help clients identify and leverage their key behavioristic traits when making investment decisions.

Prudeo Partners prides itself on offering a team with a wealth of knowledge and experience dedicated to creating a comfortable working relationship with all clients. Their approach involves developing and managing personalized financial plans to help clients achieve their financial goals and gain peace of mind regarding their financial future.

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