704-377-0239 Contact Us Client Portal HOME INDUSTRIES SERVICES PEOPLE ABOUT LOCATIONS NEWS & RESOURCES CAREERS GreerWalker Wealth Your Advisor. Partner. Coach. Home » Services » GreerWalker Wealth We’re Different and Growing At GreerWalker Wealth, the client always comes first. Our goal is to build deep, long-lasting relationships that result in extraordinary value and service for our clients. Here, you have more than just one advisor; you have an entire team of highly experienced professionals dedicated to providing you solutions. Our wealth practice offers unique benefits to our clients, including an advanced platform and specialized tax planning through our CPA affiliate firm, GreerWalker LLP. FINANCIAL PLANNING INVESTMENT MANAGEMENT TAX PLANNING RETIREMENT PLANNING WEALTH TRANSFER PLANNING Our Team At GreerWalker Wealth, we are passionate about what we do. Trust, integrity, quality and commitment define our culture. Our advisors know success is best achieved through genuine relationships – not quick transactions. That’s why we treat our clients like family. Consider us your advisor, partner and coach. Our Process Our team of advisors takes a holistic approach to wealth planning by understanding your life goals and financial challenges. We design individual plans, build diversified portfolios and believe in asset allocations developed to meet the needs of each client’s life stage, financial circumstances, and risk tolerance. By taking into account each client’s goals, including asset appreciation, tax obligations, charitable giving and core values, we are able to provide honest, objective and insightful guidance through each stage of life. Schedule A Consultation How can we help? We would love to talk about your financial future. Downloads Download Form ADV 2A Download Form CRS Traverse Wealth merges with GreerWalker Wealth to offer expanded services and expertise with a client-first focus. Same culture, same people, same process with a deeper bench of talented advisors. Learn More: Read our Press Release Learn More: Visit Our Merger FAQ Eric Hutchby, CRPC® Managing Partner Email | Phone | LinkedIn Bio Pete Walton Partner Email | Phone | LinkedIn Bio Monica Hamilton, CPA, PFS, RLP® Senior Wealth Advisor Email | Phone | LinkedIn Bio Katie Wallace, CPA Senior Associate, Wealth Tax and Client Services Email | Phone | LinkedIn Bio Riley Zayicek Associate Advisor, Wealth Services Email | Phone Bio Contact Us Phone: 704-377-0239 Email: greerwalker@greerwalker.com Legal Disclosures Privacy Policy GW Links Industries Services People About News & Resources Locations Charlotte Greenville Careers College Students Experienced Professionals Current Openings Copyright © 2021 GreerWalker LLP. All rights reserved.