wiseradvisor

Roy Janse, AIF®, CFP®
Goldfinch Wealth Management

Tel: 864-375-4700
325 Rocky Slope Road, Suite 302
Greenville, SC 29607

Let's Build A Lasting Legacy Together



About Goldfinch Wealth Management

As experienced wealth consultants located in the upstate of South Carolina, our purpose is to make a difference in the lives of our clients by providing them with exceptional financial planning, wealth management, and retirement planning resources.

By using fee-based financial planning, customizing wealth management strategies, and acting in a fiduciary capacity while managing your assets, we help our clients maximize their resources and pursue their lifetime goals.

Roy Janse is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Roy Janse is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Roy Janse is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Roy Janse is required to act in a fiduciary capacity.


More information is available in Commonwealth’s Form CRS


General Information

Firm Start Year:   2009
No.of Employees:   5-9
Gender:   Male
Name of Broker/Dealer:   Commonwealth Financial Network
Name of Custodial Firm:   NFS
States Licensed in:   AL, CA, DC, FL, GA, IL, IN, MA, MD, MS, NC, OH, PA, SC, TN, VA & WA
Number of Years with Current Firm:   11
Work Experience:   We've been helping individuals, families, and corporations in the upstate of South Carolina and across the country for more than 19 years. With broad expertise in every aspect of financial and retirement planning, we can deliver an integrated solution that's right for you.
I work with the following types of clients:   Individual Investors, Businesses, Non-Profit Organizations
Advisory Services Provided:   Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management


Services

Investment Types:   Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds, Annuities, Insurance, Bonds, Stocks, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via Email, At my office, Video Conference, Via Phone


Qualifications & Memberships

Financial Organization Memberships:   Financial Services Institute (FSI), Financial Planning Association (FPA)


Firm Information

Firm's Number of Clients:   204
Firm's Number of Managed Clients:   182
Assets Managed by Firm:   $154mm
Advisor's Number of Clients:   182
Advisor's Number of Managed Clients:   160
Assets Managed by Advisor:   $162mm


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Board Positions

Organization:  First Baptist Church Greenville  Greenville, SC
Position :  Finance Committee
Duration :  01/01/2020-Currently holding

Organization:  First Baptist Church Greenville  Greenville, SC
Position :  Foundation Committee
Duration :  01/01/2017-Currently holding


Education

Bachelor of Commerce - Management Information Systems  University of Alberta - Edmonton, Alberta, Canada
1989- 1993



Faqs

  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? No we have a full team of which various members are assigned to every client we work with.
  • How many clients do you currently manage? We are predominantly fee-based. We also offer flat fee pricing options.
  • Will you be the only person working with me? We can customize our services, but for the majority of our clients we manage their portfolios with discretionary trading authority that is based on a customized Investment Policy Statement.
  • Have you ever been charged with any breaches? No
  • What financial institution(s) do you represent? Commonwealth Financial Network, the nation's largest, privately held Registered Investment Advisor - independent broker/dealer.
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Disclaimer

This communication is strictly intended for individuals residing in the states of AL, CA, DC, FL, GA, IL, IN, MA, MD, MS, NC, OH, PA, SC, TN, VA & WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member Member FINRA, SIPC, a Registered Investment Advisor. Review our Terms of Use:https://www.commonwealth.com/terms ofuse.html

Roy Janse

Roy Janse

AIF®, CFP®

Roy's priority is assisting his clients in pursuing their unique financial goals with the greatest confidence. By developing sophisticated financial plans as well as managing customized investment portfolios, Roy and his team help their clients pursue their financial goals with the goal of decreased volatility and optimized returns. He has built a strong practice working with individuals, couples, small business owners, and corporations. During the summer of 1996, Roy participated in the 1996 Atlanta Olympic Summer Games as a member of the Canadian sailing team. He and his teammate placed 11th in the two person Tornado catamaran event. As a financial advisor, Roy takes the same high level Olympic performance approach in helping clients identify, plan and work towards achieving their financial goals. Roy began his financial career in 2002 as a personal and business financial advisor for a national firm. Seeking to offer his clients true independent and fiduciary level advice while managing their assets, in July of 2009 he began the independent firm, DeHollander & Janse Financial Group located in Greenville, SC. This drive, to always offer the best available service and solutions to his clients, had him on January 1st, 2021 further rebrand as Goldfinch Wealth Management. Over the years he has developed a diverse and talented team of advisors and support personnel to provide the level of investment management, financial planning and service his clients have come to expect. We all have goals and we all have worries. Roy's team can help you work towards accomplishing your goals, while doing the worrying for you.

My Services

Financial Advice & Consulting

Please visit our website at www.goldfinchwealth.com to full details on all of our services.

My Team

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:00 PM

Communities Served

Arcadia Boiling Springs
Campobello Cleveland
Duncan Easley
Fingerville Fountain Inn
Gray Court Greenville
Greer Inman
Landrum Liberty
Lyman Marietta
Mauldin Moore
Pelzer Pickens
Piedmont Reidville
Roebuck Simpsonville
Slater Spartanburg
Startex Taylors
Tigerville Travelers Rest
Tryon Wellford
Williamston Woodruff
NC

Social Networks

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