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Grove Wealth Group

EST. AUM
$100,000,000

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Firm Details

Metro area Charleston, SC
CRD Number
Website grovewealthgroup.com
Client types

Overview

Grove Wealth Group is an independent, planning-first wealth management practice based in Summerville, South Carolina, serving clients across the South Carolina Lowcountry region. The firm provides fee-based financial planning, investment management, tax-aware planning, retirement income strategy, and estate and legacy planning. It primarily serves four client segments: individuals nearing or in retirement, business owners, widows navigating post-loss finances, and physicians with complex financial situations. Investment portfolios are described as low-cost, diversified, and rebalanced with discipline rather than emotion, built to support each client's written financial plan.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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