# Bevan Wealth Tax Strategies

- **Website:** <https://bevanwealthandtaxstrategies.com>
- **Primary alias:** `bevanwealthandtaxstrategies.com`

## Description

Bevan Wealth & Tax Strategies provides financial, insurance, and estate-planning services, drawing on Shari Bevan’s experience assisting clients since 1996. Based in Greenville, South Carolina, the practice helps individuals plan for retirement, manage financial risks, address tax considerations, and prepare for the transfer of wealth. Services include retirement and investment planning, tax planning, long-term care planning, risk management, wealth and estate planning, and private fiduciary services.

Shari Bevan holds Chartered Financial Consultant and Chartered Life Underwriter designations, a law degree with an emphasis in taxation, and insurance licenses in California, South Carolina, and Arizona. She is also a California-licensed attorney whose legal practice focuses on estate and tax planning, including trust and estate administration and litigation. Her background enables her to work collaboratively with clients and their other professional advisors on interconnected financial and legal matters. Investment advisory services are offered through duly registered individuals on behalf of CreativeOne Wealth, LLC, a registered investment adviser; legal services are offered through the Law Offices of Shari Mattingly-Bevan. These entities are unaffiliated.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/Bevan-Wealth-Tax-Strategies-114129153370546)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id6VkYex9D/w/504/h/285/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1792795369883)
- icon _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id6VkYex9D/w/180/h/180/theme/dark/icon.png?c=1bxid64Mup7aczewSAYMX&t=1792795370103)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Sea Pink | #eb8c95 | accent |
| Biscay | #1c3260 | dark |
| Curious Blue | #3b9fd6 | light |

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_Source: <https://brandfetch.com/bevanwealthandtaxstrategies.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._