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Don't have the time or desire to manage it all? We can help.

I AM A...

Medical Professional Retiree (or close) Busy Professional

We’re dedicated to growing and protecting the wealth of those professionals without the time or desire to manage it all, and who desire an unmatched client experience.


Dedicated to growing and protecting your wealth

Armstrong Wealth Management Group is a comprehensive wealth management firm dedicated to growing and protecting the wealth of doctors, retirees, and busy professionals. Our comprehensive WealthFoundation Process® ensures exceptional client service with clear communication, as well as our signature approach to potential market losses: WealthProtect System. Founded in 2002 by Reginald Armstrong, our Florence, SC based firm has grown to seven members, and together our financial advisors serve over $190 million in brokerage and advisory assets through LPL Financial for over 450 families locally and around the world.*

*As of 7/31/17

Our Team of Florence SC Finincal Advisors and Wealth Management Professionals
The Armstrong Wealth Team in Florence, SC

Busy Professionals

As a busy professional, you are faced with concerns about whether you are saving enough for retirement, how to invest your assets, how to save and pay for college, and how to keep your taxes low. Your life is complex; you want to organize your financial picture and coordinate your decisions. You want to work with a financial professional, but who do you trust to guide you?

This is where we come in. We are a comprehensive wealth management firm that specializes in serving busy professionals like you. Our typical clients are delegators with at least $250,000 in assets for us to manage. They are serious about their wealth, but have no desire or time to manage it themselves as they are focused on work, family, and enjoying their off time.

Retirees (or close to it)

As a retiree, or someone close to retirement, you are faced with concerns about whether you have saved enough, how to invest your nest egg, how to take your social security benefits, and who to trust in guiding you. You want to be sure you don’t run out of money, yet you want to enjoy your retirement years.

This is where we come in. We are a comprehensive wealth management firm that specializes in serving retirees like you. Our typical clients are delegators with at least $250,000 in assets for us to manage. They are serious about their wealth, but have no desire or time to manage it themselves as they are focused on work, family, and enjoying their off time.

Medical Professionals

As a medical professional you are faced with decreasing reimbursements, rising expenses, concerns resulting from the Affordable Care Act, and rising taxes. The challenges to building meaningful wealth while enjoying a lifestyle today have never been greater.

This is where we come in. We are a comprehensive wealth management firm that specializes in serving medical professionals like you. Our typical clients are delegators with at least $250,000 in assets for us to manage. They are serious about their wealth, but have no desire or time to manage it themselves as they are focused on work, family, and enjoying their off time.

Remember, wealth is the freedom to do what you want to do when you want to do it. Our firm is dedicated to growing and protecting your wealth through a consistent process delivered with exceptional personal attention.

Prepare for tomorrow without sacrificing today

The five pillars of the Armstrong WealthFoundation Process® don’t just keep things organized and you informed… they ensure everything we do is focused on you & your goals.

 
 
 

We know that financial planning, investing, and retirement are fraught with risks and even frustration or worry for investors trying to keep track of everything. In order to manage these risks and reduce those frustrations for our clients, we have developed the Armstrong WealthFoundation Process®. Resting on five pillars, our process doesn't just keep things organized and you informed… it ensures our comprehensive services and full attention are focused on you & your goals.

What are your goals?
We’re here to help you pursue them.

We firmly believe that the five pillars of our comprehensive process will help us give you the best opportunity to pursue your goals.

It’s not about the money.It's about freedom and making a difference for your family and community.

  • Relax with Friends
  • Pursue Passions
  • Travel & Explore
  • Leave a Legacy
  • Protect your Family
  • Prepare for Old Age
  • Relax with Friends
  • Pursue Passions
  • Travel & Explore
  • Leave a Legacy
  • Protect your Family
  • Prepare for Old Age
WealthFoundation Goals Triangle
WealthStrategy

A complete plan, individually tailored to your individual financial picture, for pursuing your goals.

We build your WealthStrategy on these principles:

  • Focus on your total financial picture
  • Seek to reduce risks we can control
  • Create a plan designed to balance confidence and comfort
  • Craft a WealthPortfolio to help implement the plan
  • Test your plan using worst case simulations to help us be more prepared for uncertainty
  • Continually monitor your progress and actively manage your WealthPortfolio
WealthTeam

A specific team of informed professionals dedicated to your financial picture.

For each Armstrong Wealth client, a three-person team is assembled and assigned to the task of pursuing your goals. Each WealthTeam includes:

  • A Primary Client Wealth Manager who is responsible for your plan, portfolio, and the entire relationship with Armstrong Wealth. This certified financial professional will be your primary point of contact, will meet with you, and keep you fully informed.
  • A Support Client Wealth Manager is also assigned to ensure that more than one person fully understands your unique situation.
  • A Client Service Manager who is responsible for all concierge service requests and outreach.

With a dedicated WealthTeam you'll always receive friendly and professional personal service from folks who know you and genuinely care.

WealthPortfolio

A thoroughly diversified portfolio designed for each client and based on our dual mission to help our clients grow and protect their wealth.

We believe a portfolio normally has four key goals: provide long term growth, provide current income, protect purchasing power over time, and reduce risk of economic and financial shocks.

To pursue these goals we begin with the following basic approach to portfolio construction:

  • Diversify broadly based on Investment Objectives.
  • Further diversify among multiple asset classes in each broad category.
  • Select the appropriate investment vehicles for each asset class.
  • Rebalance the portfolio at least annually.

This strategic approach means that our client portfolios will rarely track a common benchmark, such as the Dow Jones Industrial Average or the S&P 500 Index, and are more appropriately evaluated over a full 3-5 year market cycle.

WealthProtect

A behind the scenes investment risk control system designed and managed by our President, Regi Armstrong.

Our comprehensive system is designed (but not guaranteed) to limit significant losses in major bear markets (excess of 30% loss from market peak of S&P 500 to market trough). The basic tenets of the system are:

  • When the market is undervalued, it takes two components to trigger.
  • When the market is fairly valued or overvalued, only one component is required to trigger.
  • When triggered, the intent is for us to sell equities and place the proceeds in fixed income in most portfolios.
  • When the system triggers to re-invest, we redeploy assets back to the model.

When triggered, there is no guarantee we can divest in a timely manner. For some clients, we may use certain investments that seek to achieve positive returns in a declining market for a portion of the cash allocation. There is no guarantee we will time redeployment correctly. This system will occasionally give false signals which may affect portfolios adversely.

WealthService

A total commitment to exceptional service and personal attention.

  • We are independent, fee-based, and objective. Our interests are aligned with yours.
  • Communicating proactively is in our blood. We believe in staying in touch.
  • We are accessible. No answering machines unless it’s after hours.
  • Convenient online access through LPL Financial Client Portal.
  • Annual Goal Reviews and Risk Reviews. They are key to helping you pursue your goals.
  • Exclusive Client Education Seminars. An educated client is a better client.

Our proven WealthService is no small part of how we retain clients for life. We may not be your first wealth manager; we want to be your last.

An Outstanding Team With Unique Experience

Dedicated to helping {{ audience }} grow and protect their wealth.

As part of our WealthFoundation Process®, each Armstrong Wealth client is provided with a three-person WealthTeam dedicated to serving them. Our firm is blessed with talented and caring individuals of character who are committed to doing excellent work.

Our clear focus on serving medical professionals, retirees, and other busy professionals gives our team a breadth and depth of experience and insight into the financial realities of those clients not typically found in an average wealth firm.

Reginald A.T. Armstrong headshot photo

Reginald A.T. Armstrong

CPWA® President, Client Wealth Manager & Partner
Lee Carter III headshot photo

Lee Carter III

AWMA®, CLTC Client Wealth Manager & Partner
Matt S. Ridenhour headshot photo

Matt S. Ridenhour

CFP®, MBA, CRPS® Client Wealth Manager & Partner
Leslie D. Moore headshot photo

Leslie D. Moore

Practice Manager
Emily S. Ridenhour headshot photo

Emily S. Ridenhour

RP® Client Service Manager
Jason S. Christmas headshot photo

Jason S. Christmas

CFP® Portfolio Strategy Assistant
Rhonda Haynes headshot photo

Rhonda Haynes

Client Experience Specialist
Crystal Lee Butler headshot photo

Crystal Lee Butler

MBA Marketing Consultant
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Reginald A.T. Armstrong CPWA®

President, Client Wealth Manager & Partner

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Reginald A.T. Armstrong (Regi) is the President, Client Wealth Manager, and a partner of the Armstrong Wealth Management Group, a comprehensive fee-based wealth management firm in Florence, South Carolina. He combines discipline learned from his military experience, Christian values, and caring dedication to his clients to craft customized strategies that may lead to more predictable results. “Our clients typically want to be good stewards of their assets, but generally lack time to do that. I view my goal—and that of the entire firm—as partnering with our clients to help them reach their goals and enjoy their lives.”

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Lee Carter III AWMA®, CLTC

Client Wealth Manager & Partner

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H. Lee Carter III (Lee) is a Client Wealth Manager and a partner of the Armstrong Wealth Management Group, a comprehensive fee-based wealth management firm in Florence, South Carolina. He has served in roles such as Director of Sales and Marketing, in which he helped the firm triple its brokerage and advisory assets under management through LPL Financial. As Client Wealth Manager, Lee conducts client reviews, evaluates their financial portfolios, and meets with prospective clients.

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Matt S. Ridenhour CFP®, MBA, CRPS®

Client Wealth Manager & Partner

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Matthew S. Ridenhour (Matt) is a Client Wealth Manager and a partner of the Armstrong Wealth Management Group, a comprehensive fee-based wealth management firm in Florence, South Carolina. Matt’s primary responsibilities include conducting client reviews, evaluating their financial portfolios, and meeting with prospective clients. Matt also maintains communication with clients and schedules appointments for all of the Client Wealth Managers.

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Leslie D. Moore headshot photo

Leslie D. Moore

Practice Manager

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Leslie D. Moore is the Practice Manager and Senior Client Service Manager of the Armstrong Wealth Management Group, a comprehensive fee-based wealth management firm in Florence, South Carolina. Leslie’s proactive and highly organized nature contributes to providing clients with an optimal client experience at Armstrong Wealth. Her methodical approach to learning and problem solving helps her develop and implement processes in an extremely efficient and accurate manner. Leslie prides herself on being attentive and responsive to the desires of clients.

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Emily S. Ridenhour RP®

Client Service Manager

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Emily S. Ridenhour is a Client Service Manager of the Armstrong Wealth Management Group, a comprehensive fee-based wealth management firm in Florence, South Carolina. She assists in servicing client’s non-investment related needs, which includes handling client accounts and customer service, as well as office administration. Her positive attitude, professionalism, and organizational skills are essential for keeping the firm’s top-notch customer service.

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Jason S. Christmas CFP®

Portfolio Strategy Assistant

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Jason S. Christmas is a Portfolio Strategy Assistant for the Armstrong Wealth Management Group, a comprehensive fee-based wealth management firm in Florence, South Carolina. His primary responsibility is to assist the wealth managers with the following: prepare reviews, evaluate appropriate strategies, and conduct investment research. He also serves as the office’s Information Technology Specialist.

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Rhonda Haynes headshot photo

Rhonda Haynes

Client Experience Specialist

[email protected] LinkedIn

Rhonda Haynes is the Client Experience Specialist at the Armstrong Wealth Management Group, a comprehensive fee-based wealth management firm in Florence, South Carolina. Rhonda is responsible for ensuring that every person’s call to, or visit with, Armstrong Wealth is a truly personal and special experience. Additionally, she is responsible for a variety of administrative functions in the office.

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Crystal Lee Butler headshot photo

Crystal Lee Butler MBA

Marketing Consultant

LinkedIn

Crystal is the Marketing Consultant at the Armstrong Wealth Management Group, a comprehensive fee-based wealth management firm in Florence, South Carolina. She collaborates with the firm to create a consistent, results-oriented marketing presence. Those responsibilities include strategic marketing, website management, social media management, lead development, advertising, merchandising, and communications.

Photo from our Annual Client Appreciation Picnic

Principled Excellence

We are intentional not only about our work, but also our culture of work. Our 10 Cultural Values are the guiding stars of our company culture and affect everything we do. From putting God and Family First, to Giving Back to the Community we take seriously our responsibility to do our best and be our best at every moment.

Blessed with a thriving business, we believe in supporting charitable causes to help those who are in need. While we support many local organizations with both time and financial contributions, our major causes are Lighthouse Ministries and All 4 Autism, two Florence County organizations doing a world of good.

Get in Touch with us today

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Discovery Meeting FAQs

What should I bring to the Discovery Meeting?

We have a helpful Discovery Items checklist. All items may not pertain to you and your situation, please bring items on the list you do have.

How long is a typical Discovery Meeting?

Typically these last anywhere between 60 to 90 minutes long.

Should both spouses attend?

We do ask that both spouses come to the Discovery Meeting, if at all possible. Finances are a big part of marriage and your family's future.

What if we need to reschedule?

We understand things come up. You can call us at 843.292.9997 to reschedule. If possible, please contact 24 hours in advance.

Where is the meeting? Do you have driving directions?

Unless otherwise arranged, the meeting will be at our offices on West Evans Street in Florence. See a map and get directions.

Financial Resource Pack

for Medical Professionals

COMPLIMENTARY - A curated set of tools and information for medical professionals wanting to ensure their financial health. Included:

My Financial I’s and O’s: A document developed by Dr. Vicki Rackner, a retired surgeon, to help you see how money flows in and out of your practice and your household.

Risk Analysis: What’s Your Risk Number? How risky is your account? Get your portfolio risk analysis using our interactive tool.

CyberSecurity Guide: A quick reference guide that includes a checklist to see how at risk you are to cyber-attack.

Exclusive Offer: Advance copy of our president’s upcoming book for medical professionals co-authored with Dr. Vicki Rackner.

SUCCESS! Check your email for your complimentary financial resource pack. If you don't see it, please contact us and we'll get it to you right away.

Retirement

Financial Resource Pack

COMPLIMENTARY - A curated set of tools and information for retirees (and those nearing retirement) wanting to ensure their financial health and well-being. Included:

Social Security Analysis: Could you get MORE? Get a FREE personalized strategy analysis.

Risk Analysis: What’s Your Risk Number? How risky is your account? Get your portfolio risk analysis using our interactive tool.

CyberSecurity Guide: A quick reference guide that includes a checklist to see how at risk you are to cyber-attack.

Useful Checklists: Receive the following: Preparing for a Disaster, Estate Planning, Long Term Care, and Loss of Spouse.

SUCCESS! Check your email for your complimentary financial resource pack. If you don't see it, please contact us and we'll get it to you right away.

Financial Resource Pack

for Busy Professionals

COMPLIMENTARY - A curated set of tools and information for busy professionals wanting to ensure their financial health now & in the future. Especially useful for those early in their careers, but seasoned professionals will appreciate these useful resources as well. Includes:

College Planning Calculator: Receive your personalized report on college costs and how much you need to save.

Risk Analysis: What’s Your Risk Number? How risky is your account? Get your portfolio risk analysis using our interactive tool.

CyberSecurity Guide: A quick reference guide that includes a checklist to see how at risk you are to cyber-attack.

Useful Checklists: Receive the following: Planning for Retirement, Saving for College, Changing Jobs, and Caring for Aging Parents.

SUCCESS! Check your email for your complimentary financial resource pack. If you don't see it, please contact us and we'll get it to you right away.

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