About Us

Our Story

Welcome to our NorthEnd family – where our mission is to make a difference every day by enriching the lives of clients, so you can sleep well at night, knowing your wealth is well-cared for and your legacy is preserved.

We built our firm in the vibrant city of Greenville, South Carolina; a place we are proud to call home. It’s where our founding partners started in the industry and, most importantly, where we cultivated relationships with our clients.

Our working-class roots have instilled in us the value of hard work and sacrifice. We understand what it takes to earn and grow your wealth, and to live a life you’re proud of. We have diverse backgrounds, which translates to a unique viewpoint for our clients. Our founding partners have weaved their prior experiences as an engineer, attorney, marketer and teacher to deliver a one-of-a-kind experience.

As an independent firm, we work side-by-side with our clients, providing a culture that is supportive, warm and deeply connected to our community. More than an advisor, we're an extension of your family, believing in your vision and creating a plan to make it your reality. 


The same values of integrity, openness and professionalism.

The same values of integrity, openness and professionalism.

Our business is built on a foundation of thoughtful client relationships.

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We adapt our services to meet your specific needs.

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Investment Management

An experienced advisor alongside you through every step of planning your future.

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Cash Flow & Debt Management

Full assessment of your cash flow and debt ratio to create a strategy.

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Risk Management

Minimizing clients’ downturns and maximizing their returns.

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Retirement Planning 

Feel confident you can retire with more than enough.

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Legacy Planning

Our focus is to plan for the transfer of your wealth to your chosen beneficiary.

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Business Planning 

Evaluate and implement strategies advantageous to your business.

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Tax Planning 

As a high-net-worth individual, tax planning is essential for you. We work with you and your tax professionals.

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Business Planning 

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Meet Our Team

W. Josh Brown

W. Josh Brown

Managing Partner

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J. Scott Thompson

J. Scott Thompson

Managing Partner

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Joel L. Gray

Joel L. Gray

Managing Partner

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James K. Cluverius, Jr.

James K. Cluverius, Jr.

Managing Partner

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Educational Content

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When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right now.

Dreaming Up an Active Retirement

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Risk Tolerance: What's Your Style?

Risk Tolerance: What's Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Retiring in a Post-Pandemic World

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this hopeful, animated video.

Contact our private wealth advisors The time to start planning for your financial future is now! Talk to our team (864) 686-5355

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