W Wellspent — Discovery Layer
Wellspent Discovery/Advisors/Reconstructing Wealth
Advisor

Reconstructing Wealth

We help high capacity families align money with purpose so it fuels their mission.”

Reconstructing Wealth · Daniel Island, South Carolina

Fee-only verified Fiduciary State-registered
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About

Reconstructing Wealth exists to help growth-minded families and high performers reclaim confidence with their money and align it with the life they are called to live. We believe wealth should be a tool for impact, not a source of confusion or stress. That’s why we do things differently.

When it comes to investing, we don’t outsource your future or hide behind complicated funds. Instead, we build portfolios of carefully chosen individual stocks. Our approach is so clear and transparent that you’ll be able to articulate the strategy yourself. No black boxes. No jargon. Just a straightforward method designed to keep you connected to how your wealth is being built.

But investments are only one piece of the picture. True financial health comes from having a plan you actually understand and believe in. We use planning tools that put you at the center of your financial story—not us. You’re the hero. We’re simply the guide, helping you navigate the complexity of money with clarity, wisdom, and confidence.

At Reconstructing Wealth, our goal is not to dazzle you with complexity but to empower you with simplicity. We come alongside families and entrepreneurs who want their money to fuel their calling, their families, and their legacy. Together, we remove money stress, create clarity, and chart a path that allows you to live with greater freedom and purpose.

Reconstructing Wealth isn’t about chasing trends—it’s about building wealth intentionally, transparently, and in a way that supports the life you were made to live.

Who they serve

  • HENRY (high earner, not rich yet)
  • High earners
  • Founders
  • Pre-retirees
  • Early-career professionals

Services

  • 401(k) & IRA Management
  • Asset Allocation
  • Business Succession Planning
  • Cash Flow Planning
  • College/Education Planning
  • Charitable Giving
  • Debt Management
  • Education Planning
  • Estate Planning
  • ESG/Impact Investing
  • Executive Compensation
  • Family Office Services
  • Family Wealth Transfer
  • Financial Advice & Coaching
  • Financial Planning
  • Investment Management
  • Life Transition Planning
  • Liquidity & Exit Planning
  • Philanthropic Planning
  • Portfolio Management
  • Portfolio Rebalancing
  • Retirement Planning
  • Risk Management
  • Social Security Planning

Structured record

NameReconstructing Wealth
FirmReconstructing Wealth
Location Daniel Island, South Carolina
Fee modelPercentage of Assets (AUM) · Flat Fee/Retainer · Hourly Rate · One-Time Financial Planning Fee
AUM$25M - $100M
Founded2024
Firm size1 employee
AffiliationIndependent RIA
DesignationsSeries 65
Investment approachActive management
Websitewww.reconstructingwealth.com
LinkedInhttps://www.linkedin.com/company/reconstructingwealth/

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Specialties

  • Small business owners
  • Retirement planning
  • Sustainable & impact investing
  • Family wealth transfer