As a financial advisory firm, we strive to always act in a fiduciary capacity with clients. To help ensure we uphold this responsibility, there are core principles that serve as the bedrock of what we do:
The foundation of each client relationship is based on:
Achieving the level of long-term performance and success that we strive for with each of our individual clients requires high levels of mutual respect and trust in our process and our recommendations.
This level of trust can only be achieved in partnership. We are not simply vendors of a professional service. We are our clients’ partners in every respect of the word. Our success as a wealth management firm is based solely on meeting the needs of our clients - one client at a time. The comprehensive strategies we design and manage capture our client’s interests and priorities in a financial solution unique to their needs.
Over the years, the close personal relationships we have developed with our clients have truly become the most gratifying aspect of our business.
Wes is the founder and president of Frierson Capital Management. In 2003, Wes received his Bachelor of Science degree in Finance and Economics from Lander University.
During Wes' years in business, he has provided comprehensive financial advice to hundreds of investors. He is well versed in a number of financial disciplines. His education and experience position him to offer broad-based financial advice and wealth management that our clients can truly trust. One of the benefits of working with Wes and his firm is the ability to provide clear explanations of financial products and a personalized roadmap to work towards a more secure financial future.
Wes was born and raised in Easley, SC, and this is still where Wes calls home. He is a member of Easley Presbyterian Church where he attends with his close family. Wes serves as a board member for the South Carolina Department of Natural Resources. Wes is an avid outdoorsman, and when spare time allows, you will find Wes either on his family farm, the local land or lakes, or enjoying the coast with his family or friends. During the fall months you will find Wes cheering on his beloved Clemson Tigers and hunting with his faithful Hungarian Vizsla bird dog, Amos.
Deborah Johnson is the Director of Operations at Frierson Capital Management. She is passionate about providing exceptional, customized client service. Her diligent attention to detail and customer service background allow Deborah to meet and exceed client expectations and to help others in reaching their goals.
Deborah is a graduate of Converse College. She has worked in the financial industry for over a decade and joined Frierson Capital Management in 2015. She currently holds the FINRA Series 7 and 66 securities registrations.
Deborah resides in Easley, SC and is very dedicated to her family. She truly enjoys the variety of local art and culture available in the Upstate.
Fiduciary portfolio management services entail determining marketplace strengths, weaknesses, opportunities and threats when it comes to the ever-changing economies of the world.
Just as the economies of the world are always changing, your finances are constantly evolving and so should your portfolio. We strive to always work in a fiduciary capacity so we make changes as needed, not just when convenient.
Every portfolio has its own unique strengths and weaknesses. Our job is to make sure strengths are capitalized on and weaknesses are overcome through “Dynamic Asset Allocation”.
Retirement income planning can be complicated and seem overwhelming. We will help you understand your income sources in an easy-to-understand bucketed format. A bucketing approach is inheritable, flexible, and liquid. It allows access to funds over different time horizons as needed and provides protection against market swings and unexpected life events.
With this income plan, you’ll finally be able to look forward to your retirement.
We know based on the definition of risk management that it is the methodology used to mitigate adverse consequences that result from threats and uncertainties. Put simply, this means developing a strategy to avoid losing money when unexpected events occur. The primary goal of personal risk management is to protect one’s goals, dreams, treasure and personal well-being from the “what ifs” in life. By employing risk management strategies, we are better equipped to address unpredictable scenarios that can wreak havoc on our personal finances.
