About Our Firm

Our Firm

Founded in 2014 by Robert Freitas, Freitas Wealth Management Group is a financial advisory firm dedicated to providing independent advice to its clients. With several years of experience in the industry and a strong commitment to client-centric service, Robert recognized the need for personalized financial strategies that prioritize the best interests of individuals and small business owners. 

At Freitas Wealth Management Group, we understand that each client's financial journey is unique. That's why we take a comprehensive and personalized approach to financial planning. By partnering with Stratos Wealth Advisors, Ltd., a nationally recognized firm, we are able to leverage the resources and expertise of a larger organization while maintaining our local presence in Aiken, SC.

At our firm, we have the client—and only the client—in mind.

Our team of experienced professionals is passionate about helping clients navigate the complexities of financial management and pursue their long-term goals. Whether you are an individual looking to grow your wealth, plan for retirement, or a small business owner seeking strategies to optimize your financial success, we are here to provide guidance and support every step of the way.

Located in the heart of the Central Savannah River Area (CSRA), we are proud to serve individuals and small business owners throughout the region. We believe in building strong relationships based on trust, integrity, and transparency. Our commitment to putting our clients needs first is the cornerstone of our practice.

Discover the difference of working with a dedicated team that is genuinely invested in your financial success. Contact Freitas Wealth Management Group today to schedule a consultation and take the first step towards a brighter financial future.

Our Mission

Our Mission

At Freitas Wealth Management Group, our mission is to empower families to lead extraordinary lives by providing comprehensive financial guidance and cultivating a culture of wise decision-making. With a genuine passion for our work, our dedicated team is driven to help our clients make informed choices, optimize their financial resources, and pursue long-term prosperity. Through our Blueprint planning process, personalized Quality of Life strategy sessions, and engaging events like our annual baseball outing and picnic, we strive to create a supportive community that enables our clients to thrive. We deeply appreciate the opportunity to serve our clients and contribute to their journey towards a life of financial well-being and fulfillment.

Our Vision

Freitas Wealth Management group envisions a world where individuals and communities thrive through wise stewardship and optimal utilization of their resources. We strive to empower our clients, employees, and community to achieve their highest potential, creating a lasting positive impact on their lives and the world around us.

Meet Our Team

Aiken Team

Robert Freitas

Partner/Wealth Advisor

803-393-2441

rfreitas@freitaswmg.com

Robert Freitas is a seasoned financial advisor, educator, and military veteran, dedicated to making a positive impact on the lives of individuals and communities. Born in Northern California and raised in the Aiken/Augusta area, Robert...

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Missy Freitas

Client Relationship Manager

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Client Centered

Client Centered

Whether you are investing to build wealth, provide for your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.