W

Wealth intelligently navigated, LLC

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Client assets under management

$0

Clients

0

Advisors

2

of 7 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

0

Very Low

Average account size

—

About

Wealth Intelligently Navigated, LLC is an SEC-registered investment adviser formed in 2026 that offers investment advisory and financial planning services through managed account programs. The firm provides both discretionary and non‑discretionary portfolio management, ongoing account supervision, and one‑time or project‑based financial planning engagements.

WIN’s investment approach centers on matching asset allocation to client risk tolerance and time horizon, using techniques such as asset allocation, dollar‑cost averaging, and both long‑ and short‑term trading strategies as appropriate. The firm also evaluates and recommends investment product options, requests clients use a recommended custodian for account services, and conducts at least quarterly reviews of accounts and client goals.

Several practices distinguish WIN from many peers: it explicitly recommends, selects, and supervises unaffiliated third‑party sub‑advisors to manage portions of client assets and includes those arrangements within its advisory program, and it offers financial planning on an hourly basis in addition to fixed‑fee projects. Additional noteworthy details in the brochure include that some representatives are licensed insurance agents (with limited time spent in that role) and that the firm does not vote client proxies, generally forwarding proxy materials to clients for their decision.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Annuities

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Fee options

Fixed

Fixed financial planning fees ranging from $1,200 to $20,000 per project

Project-based

Hourly financial planning fees ranging from $250 to $500 per hour

Other

Fee-only: Financial planning fees charged as fixed fees ($1,200 to $20,000 per project) or hourly fees ($250 to $500 per hour)

Main office location

Wealth intelligently navigated, LLC

149 West Main Street, Suite B

Spartanburg SC 29306, United States

Number of offices

1

Most active in

More info

Georgia · New Hampshire · Ohio · South Carolina · Texas · Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

(540) 226-1254

Advisors at this firm

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Steven T

Series 65

Spartanburg, SC

Wealth intelligently navigated, LLC

Steven Tolleson is a Series 65-licensed financial advisor with 11 years of industry experience, currently with The Fiduciary Alliance in Greenville, SC. His prior experience includes roles with the Kansas City Royals and Baltimore Orioles, as well as Lakeview Capital Partners. Outside of his advisory work, he co-founded SlamaCo, a venture that invested in residential property flips and a young engineering company. The Fiduciary Alliance offers discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients, as well as other investment advisers. The firm operates through multiple divisions and a network of representatives, employing a mix of analytical approaches and allowing allocations to third-party managers.

Annuities
user avatar

Anna W

CFP®, Series 65

Spartanburg, SC

Wealth intelligently navigated, LLC

Anna Wolford is a CFP® and Series 65 credentialed advisor with four years of industry experience. She is currently with The Fiduciary Alliance and has previously worked at Parallel Financial LLC, Syntrinsic Investment Counsel, Beacon Pointe Advisors, Cda Group, and Hanover Advisors. The Fiduciary Alliance offers discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach incorporating fundamental, technical, cyclical, and charting analyses and operates through multiple divisions and a network of investment advisor representatives.

Annuities
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