Cagle Devery

At ASE Private Wealth, we understand that your financial success is a complex and multifaceted entity. That's why we're dedicated to providing personalized retirement strategies for individuals, families, and professionals. With over 80 years of combined experience, our team of private client strategists is committed to helping high-income taxpayers simplify the complexities of their success.

Our Story

As an independent financial firm based in Greenville, SC, we pride ourselves on being free from proprietary products and limited services. Instead, we focus on providing the highest quality education on the choices available to you. Our process begins with an Exploratory Call, where we take the time to understand your unique financial situation, risk tolerance, and time horizon. From there, we work tirelessly to build a customized strategy that meets your needs and helps you achieve your financial goals.

Our Services

We offer a range of services designed to help you navigate the complexities of your financial success. Our Private Client Strategists work closely with high-income taxpayers to create personalized retirement strategies that meet their unique needs and goals. Our Family Office services provide a comprehensive approach to wealth management, helping families simplify their financial lives and achieve long-term prosperity. Our Pre-M&A services help business owners maximize their monetization strategies, while our Institutional Capital services provide early-stage access to private equity and debt.

Our Values

At ASE Private Wealth, we're driven by our core values of transparency, integrity, and empathy. We believe that your financial planning should be exceptional, and that's why we take a personalized approach to every client relationship. We're committed to providing the highest level of service and expertise, backed by over 25 years of experience in administering tax mitigation strategies, executive benefit plans, and more.

Our Legacy

Our story began over 25 years ago, when our team first started helping high-income taxpayers simplify the complexities of their financial lives. Today, we're proud to be one of the leading independent financial firms in the southeast, serving clients throughout the country. Our legacy is built on a foundation of transparency, integrity, and exceptional service.