TRIPS is a cooperative between SANDLAPPER Securities, LLC, a full service independent broker dealer and FINRA member firm specializing in a large cross section of financial products and services, Fred J. Adams, CPA, a Greenville-based accounting services and tax preparation, planning, bookkeeping and payroll firm, Byford Law, LLC, a private law firm practicing in the areas of corporate and tax law, and Sandlapper Wealth Management, LLC, a Securities and Exchange Commission (SEC) registered investment advisory firm specializing in creating and managing customized fee-based financial, retirement and estate planning investment portfolios.
SANDLAPPER Securities, LLC is a full service broker dealer and dealer manager of investment products. Our best in class personnel and representatives tailor strategies, recommendations and construct portfolios “designed” to meet your individual needs.
Established in 2005 to act as the “managing broker dealer” or “dealer manager” for a nationally recognized and award winning real estate investment firm’s syndicated programs, SANDLAPPER Securities was the compliance and distribution engine for assets acquired nearing a billion dollars in value nationwide.
Today, SANDLAPPER Securities has grown beyond its singularly focused roots to provide not only a compliance and distribution engine for affiliated and non-affiliated investment programs, but to align itself with some of the independent broker dealer communities top representatives giving them access to the products, services and support THEY need in order to build, develop and manage your individual investment strategies.
FRED J. ADAMS, CPA
Fred J. Adams, CPA is a practice devoted to tax and financial services. We are dedicated to providing our clients with the best service possible and believe in the value of relationships. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.
Fred J. Adams, CPA offers a full range of accounting services which include tax preparation, tax planning, bookkeeping, payroll, tax controversy, business entity selection and much more to meet your personal and business needs.
Sandlapper Wealth Management, LLC was founded to combine the same full service of the nation’s largest financial institutions with the personal touch that is missing in so many firms today. We are a truly independent firm that offers unbiased investment advisory solutions. Our advisory clients may choose to use either TD Ameritrade Institutional or Charles Schwab Institutional to custody their assets.
SWM’s extensive business relationships assure our clients access to many of the most highly regarded investment products available as well as research and market analysis on literally thousands of investment possibilities throughout the world. The firm offers state of the art account access and online client reporting capabilities. Their independent advisors have access to a full array of investment products and services as well as advanced trading capabilities, block trading, fixed income desks and managed account programs.
BYFORD LAW, LLC
Byford Law brings a wealth of experience in not only start-up businesses but in the reorganization, revitalization or expansion of existing operating companies. The firm maintains a firm grasp of operational and accounting issues for businesses and how they may be affected by legal strategies.