Our Team

Our Company Values

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

  1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
  2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
  3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
  4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence.
Gardner

Robert Gardner

President, WSG Partners

Robert Gardner has been a practicing Financial Advisor for over three decades. A native South Carolinian, he and his family were residents of Hilton Head Island from 2004 until 2020 and currently live in Greenville, SC. Since his college days he has continually worked to further his professional education and business acumen. He holds two professional designations: Chartered Life Underwriter, (CLU) and Chartered Financial Consultant, (ChFC). He is a past president of the Hilton Head Area Council of Estate and Financial Advisors and served this organization as a board member until moving to Greenville, SC. He is the founder and president of WSG Partners, LLC.

Mr. Gardner’s focus and experience is comprehensive wealth management for retirees, pre-retirees and closelyheld business owners. Since 1997, he has conducted over 450 seminars/workshops and countless consulting interviews with individuals in or near retirement. Unlike many financial planners, Mr. Gardner works with each client individually to identify their unique core values and life goals. He then works with them to create a financial strategy designed to support those ideals. These comprehensive financial planning services are highly personalized and available to businesses owners and individuals in or near retirement.

By offering frank, honest financial advice, Mr. Gardner helps each client create a practical, feasible plan based on their true financial picture. Robert & wife Katheryn are the proud parents of four children, Joshua, Erron, Adam and Anna. Sons-in-law, Michael & Brian, daughter-in-law Loni, grandsons’ Efrem, Isaiah, Jase and Jaxon, granddaughters’ Joy Song, Valor, Lily & Ember, plus Archer the wonder-dog & Smoke, the hurricane cat!

Creed

Charles “Chip” Creed

Director Of Operations

Charles “Chip” Creed joined WSG Partners, LLC in 2009 following more than 15 years in the computer industry. After earning his bachelor’s degree in marketing and finance, he owned several computer-related businesses until turning his interests to financial planning. Chip currently handles WSG Partners, LLC client services, assisting with business operations.

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.

Strategic Alliances

MICHAEL BINGER, CFA®

President of Gradient Investments, LLC

 

KEITH GANGL,
CFA®

Portfolio Manager of Gradient Investments, LLC

TYLER ELLEGARD, CFA®

Portfolio Manager of Gradient Investments, LLC

This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.