Rightview Private Wealth

Rightview Private Wealth An independent wealth management firm offering a consistent level of professional service and sound financial advice in a uniquely personal atmosphere.

Securities offered through Osaic Wealth, Inc. Osaic Wealth Member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth, Inc. and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. and Osaic Advisory. Please see website for full disclosures.

Which is the final word: your beneficiary designations or your will?Your beneficiary designations. In almost every circu...
06/25/2026

Which is the final word: your beneficiary designations or your will?

Your beneficiary designations. In almost every circumstance, it’s beneficiary designations.

It's one of the most overlooked facts in estate strategies. The beneficiary forms on file for your retirement accounts, insurance policies, and other accounts are legally binding—and they almost always override whatever your will says.

A former spouse still listed on a retirement account can inherit it. Someone written out of your will entirely can still receive an insurance payout. Assets intended for your children may pass to someone else because a form was never updated.

This applies across the board—even to payable-on-death bank accounts. 📋

The good news: a beneficiary review takes minutes. 💙

When did you last review yours?

Most couples spend years preparing financially for retirement.Very few have talked about what retirement will actually l...
06/24/2026

Most couples spend years preparing financially for retirement.

Very few have talked about what retirement will actually look like.

Not the number. The life.

👉 Where will you live?

👉 What will your days look like?

👉 What happens if one of you is ready to stop working and the other is not?

A 2025 Fidelity survey found that 48 percent disagree on the age they prepare to retire. And research from Ameriprise found that nearly two-thirds expect to retire at the same time, while only 11 percent actually do.

The gap between what couples assume and what they have actually discussed is where retirement quietly breaks down.

The good news is that most couples are not as far apart as they fear. They just have not had the conversation yet.

👉 If retirement is somewhere on your horizon, the most valuable thing you can do right now is not check your portfolio.

It is to sit down with your partner and start asking the questions you have both been putting off.

There's a version of your father you didn't know. The one who existed before you came along. Before the responsibility. ...
06/21/2026

There's a version of your father you didn't know. The one who existed before you came along. Before the responsibility. Before the sacrifices, you may not have fully understood until you were older.

Most of us only piece that together with time.

What fathers leave behind isn't just memories. It's a way of moving through the world.

A standard.

A sense of what it looks like to take care of the people who depend on you.

That's worth honoring. 👔

Happy Father's Day weekend to every father and father figure out there.

Most people assume that a spouse's unused estate tax exemption passes to the surviving spouse automatically.It doesn't.C...
06/17/2026

Most people assume that a spouse's unused estate tax exemption passes to the surviving spouse automatically.

It doesn't.

Claiming it REQUIRES A FILING WITH THE IRS within 9 months of a spouse's death.

The IRS doesn't send a reminder. The deadline just passes.

A six-month extension is available, bringing the total window to 15 months. But the clock starts the day your spouse dies, not the day you think to ask about it.

This is exactly the kind of detail that gets lost in the fog of grief and estate administration.

It's also exactly the kind of thing we watch for on behalf of the families we work with. We also help families by working with their tax, legal, and accounting professionals to make certain that paperwork is completed in a timely manner.

We are excited to announce an important achievement in our firm's journey: Frierson Capital Management is now Rightview ...
06/16/2026

We are excited to announce an important achievement in our firm's journey: Frierson Capital Management is now Rightview Private Wealth.

Although you’ll see a new name and refreshed branding, the foundation of our firm remains unchanged.

◾The Same team- Clients will continue working with the advisors and professionals they know and trust.
◾The Same services- Our investment approach and fiduciary commitment remain at the center of everything we do.
◾The Same dedication- Long-term relationships, personalized advice, and expectational service continue to define our work.

This rebrand is more than a new name - it represents the continued growth of our firm and our commitment to helping clients navigate financial decisions with confidence and clarity.

We are grateful for the trust our clients place in us and look forward to serving families and individuals for years to come as Rightview Private Wealth.

Welcome to our next chapter.

Rightview Private Wealth (formerly Frierson Capital Management

06/08/2026

The latest issue of Market Week is available.

06/01/2026

The latest issue of Market Week is available.

05/26/2026

The latest issue of Market Week is available.

05/18/2026

The latest issue of Market Week is available.

05/15/2026

Should I invest new money when markets are volatile?

This is one of the most common questions I hear when headlines start getting noisy.

And the honest answer is: it depends less on the market—and more on your plan.

Volatility often feels like risk, and as people, we’re naturally conditioned to avoid risk and discomfort.

But for long-term investors, it’s usually just uncertainty in the short term.

Some things worth considering:
• Are you investing for the next 1–3 years, or the next 10–30?
• Do you already have a solid emergency fund in place?
• Is your current allocation aligned with your risk tolerance?
• Are you investing consistently—or trying to time “better” moments?

The investors who tend to stay on track long-term usually aren’t the ones who avoid volatility.

They’re the ones who stay disciplined through it.

Because the real risk isn’t market movement—it’s letting short-term emotion drive long-term decisions.

Important considerations: Investing involves risk, including the potential loss of principal. Investors should consider their time horizon, risk tolerance, and overall financial situation before making investment decisions.

Address

135 Eagles Nest Drive Ste J
Seneca, SC
29678

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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