Three Strand Wealth Partners, LLC is a Registered Investment Advisor (RIA) based in Charleston, SC.
It was founded with the sole purpose to help you build and protect your wealth through understanding your needs and goals then guiding you to financial wellness with integrity.
Jared Snyder, MBA, CFA, CFP®
Founder | Financial Advisor
Email: jsnyder@threestrandwealthpartners.com
Phone: 843-212-2525
I’m passionate about helping people achieve financial wellness by understanding what truly matters to them. Everyone’s story is unique, and that’s what makes this work so rewarding. Over the years, I’ve supported individuals in planning for their futures, while also managing investments for a large pension fund and a university endowment. I’m proud to hold both the Certified Financial Planner™ (CFP®) designation and the Chartered Financial Analyst (CFA) charter.
My wife and I live in Mount Pleasant, SC with our two daughters, and we love being part of this community.
"Partnering for Purpose. Planning for Life."
Client Examples
Young Professionals Building Wealth with Purpose
"You’re juggling career growth, relationships, and major life milestones. You want to be intentional about money—not just reactive."
The Challenge
You're overwhelmed by financial decisions—student loans, home buying, family planning—and unsure where to start or who to trust.
Our Solution
We partner with you to simplify your financial life and align it with your values. Through monthly planning and investment guidance (without the % fees or pressure), you’ll gain clarity and confidence as your career and family grow.
Next Steps
Let’s build your financial foundation—one that fits your life and your values.
Emerging Entrepreneurs & Finance Pros Building Smarter Wealth
"You're in the business of growth—whether it’s your company or your career. You want a plan that’s as intentional and forward-thinking as you are."
The Challenge
You’re great at building or managing capital—but personal finances are on the back burner, or worse, tangled in complexity and noise.
Our Solution
We offer smart, flat-fee financial planning tailored to the builder's mindset. Whether it’s equity compensation, irregular income, or strategic tax planning—we bring clarity and structure without the sales pitch.
Next Steps
Put your personal finances on par with your professional success.
Purpose-Driven Entrepreneurs & FIRE Alums
"You’ve built something from nothing or raced toward financial independence—but now you're asking, 'What’s next?' You want more than just freedom; you want purpose, alignment, and peace of mind."
The Challenge
Burnout, decision fatigue, and a sense that your finances aren’t aligned with your values anymore. You've optimized for freedom but now want to optimize for meaning.
Our Solution
We help you reorient your wealth around what truly matters now—not just hitting a number. Through flat-fee, purpose-first planning, we’ll design a strategy that supports your next chapter—whether that’s scaling down, giving back, or simply living more intentionally.
Next Steps
Start your next chapter with a plan that supports your values.