Financial Managers

G3 Wealth Advisors, Northwestern Mutual Private Client Group

1901 Bull Street

Columbia, SC 29201

Phone: 803.254.1802

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Chad Dowdy, Kyle Lewis, Robert Starnes, George Starnes, Drew Stevens, Jarrod Stokes, David Van De Water

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow. Realizing the need to take greater control over your financial life is the first step in planning for your financial future. Choosing to work with someone who has the ability and resources to best address those needs is the next.

We are more than advisors helping to grow and protect your wealth. We are also guides and architects identifying your financial blind spots, evolving with you as your priorities change and helping you build the future you envision. We offer solid financial planning that is built on the pillars of integrity, trust, and service by a team that specializes in a variety of areas to meet all of a client’s needs.

G3 Wealth Advisors George Starnes, Chad Dowdy, Jarrod Stokes, and Drew Stevens, along with their Northwestern Mutual colleague and frequent collaborator, David Van De Water, have more than 100 years combined experience, and their areas of expertise include wealth management, fee-based planning, trust services, retirement income planning, financial planning, investment strategies, estate planning, and business succession planning. George was named to the Barron’s Top 1200 Financial Advisors for 2021, 2022, and 2023; and Chad Dowdy was named to the Forbes Best-In-State Wealth Advisors in 2022 and 2023.  As your wealth management advisors, we will listen, clarify, and help prioritize your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future.

 

George R. Starnes III, Samuel Charlton Dowdy, Drew Stevens, and Jarrod Stokes use G3 Wealth Advisors as a marketing name for doing business as representatives of Northwestern Mutual. Northwestern Mutual Private Client Group is a select group of Northwestern Mutual advisors and representatives. Northwestern Mutual Private Client Group and G3 Wealth Advisors are not a registered investment adviser, broker-dealer, insurance agency, federal savings bank or other legal entity. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. George R. Starnes II, Samuel Charlton Dowdy, Drew Stevens, Jarrod Stokes and David Van De Water are Insurance Agents of NM, provide investment brokerage services as Registered Representatives of NMIS, and provide investment advisory services as Advisors of NMWMC. David Van De Water is not a member of G3 Wealth Advisors or Northwestern Mutual Private Client Group, and maintains his own financial planning practice with Northwestern Mutual. Barron’s “Top 1,200 Financial Advisors” list (March 2023), based upon data as of 9/30/2022.  Forbes “Best-in-State Wealth Advisors” list (April 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2022.  Northwestern Mutual and its advisors do not pay for placement on third party rating or ranking lists, but instead pay marketing fees to these organizations to promote the rankings and rating(s).  Rankings and ratings are no guarantee of future investment success.