Each of 3D Wealth Management’s four advisers has been recognized by Forbes as Best-in-State Top Financial Security Professionals.
This is particularly relevant because as the economic environment evolves, insurance, annuity, and other planning strategies are becoming critical tools for families determined to protect what they've built and transfer it on their own terms. The ensemble-based advisory firm, which primarily serves clients throughout the Upstate of South Carolina, received the accolade this summer.
The four advisers who lead the firm - Don Clardy, Joe Funderburk, Nick Walker, and Jon Youatt - have more than 60 years of combined tenure with Northwestern Mutual. 3D Wealth Management focuses on high-net-worth families and business owners, providing comprehensive financial planning that includes investment management, estate planning coordination, and succession planning. The firm has also begun working more closely with the children of existing clients, helping the next generation build financial plans and manage inherited or growing wealth.
“We pride ourselves on delivering clients strategic, comprehensive financial guidance through every life stage,” said Jon Youatt, wealth management adviser at 3D Wealth Management. “This Forbes recognition represents that trusted partnership that we value so much.”
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