THE TEAM

Knowledge is power. It is also the foundation for intelligent, well-informed decisions. When you have retirement in sight, reliable decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As your financial professionals, we are committed to helping you create strategies to optimize your retirement assets. Once we understand your risk tolerance, time horizon and goals, we work diligently to develop a program that carefully balances investment strategies with principal preservation.

Today’s economic environment brings challenges, but with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and formulate strategies to position our clients so they can reap those rewards.

Our Mission

We at WSG Advisors, LLC desire to know and understand your financial objectives before providing you with the highest quality of information, services and products to help you reach your goals. We put our vast amounts of knowledge and experience to use for clients every day and are honest and diligent about creating strategies to help clients make their dreams reality.

We at WSG Advisors, LLC desire to know and understand your financial objectives before providing you with the highest quality of information, services and products to help you reach your goals. We put our vast amounts of knowledge and experience to use for clients every day and are honest and diligent about creating strategies to help clients make their dreams reality.

Our Team

Robert Gardner

Bob Gardner, CLU, ChFC®, RFC

President
bgardner@wsgadvisors.com

Bob Gardner, president and founder of WSG Advisors, has been a practicing financial advisor for more than three decades. As president, he focuses his experience and knowledge on comprehensive wealth management for retirees and pre-retirees. With a strong background in financial services and insurance, Bob has extensive knowledge in how money works and, more importantly, how to make it work for his clients.

Since his college days, he has continually worked to further his professional education and business acumen by attending continuing education classes and becoming a Certified Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®) and a Registered Financial Consultant (RFC). Bob is committed to helping retirees and pre-retirees live their ideal lives, and as such, has conducted more than 300 seminars and workshops since 1997, as well as more than 4,000 consulting interviews with individuals in or nearing retirement.

Bob is a native South Carolinian, and he and his family have been residents of Hilton Head Island since 2004.

Charles Creed

Charles Creed

Charles Creed
ccreed@wsgadvisors.com

Charles “Chip” Creed joined WSG Advisors 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 Advisors’ client services, assisting with portfolio reviews, asset allocation and portfolio transitions.

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.