Woodstone Wealth Management

Woodstone Wealth Management Renita M Owens, CPA, PFS a well known name in the upstate with over 37 years of experience in financial management. We are now Woodstone Wealth Management!

Providing sound practical financial advice to help you determine your unique future financial goals Currently open by appointment only.

There are thousands of Exchange Traded Funds available. Should you invest in them?
09/14/2026

There are thousands of Exchange Traded Funds available. Should you invest in them?

There are thousands of ETFs available. Should you invest in them?

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
09/12/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

Learn how insurance deductibles work, and how they can help you save money.
09/09/2026

Learn how insurance deductibles work, and how they can help you save money.

Knowing how insurance deductibles work can help you save money.

Do you know what your insurance needs are, when you’re married, with children?
09/07/2026

Do you know what your insurance needs are, when you’re married, with children?

When you’re married and have children, insurance needs will be different.

Are you ready for school—again?
09/05/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
09/02/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

"The only things certain in life are death and taxes." Benjamin Franklin
08/31/2026

"The only things certain in life are death and taxes." Benjamin Franklin

Client-centric with low fees. My team focuses on your financial goals and risk tolerance to enable you to enjoy your life and all that is important to you. We strive for a stress-free strategy for our clients.  

Check out this informative video on bull and bear markets to better understand how the stock market works!
08/29/2026

Check out this informative video on bull and bear markets to better understand how the stock market works!

Learn about the difference between bulls and bears—markets, that is!

U.S. Service Members should consider taking advantage of programs that are available.
08/26/2026

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provokin...
08/24/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Address

301 AUGUSTA Street, Suite 100
Greenville, SC
29601

Telephone

+18642334164

Website

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