How does the advisor help clients – Key Takeaways:
Greenwood Wealth Management, LLC is a reputable financial management firm that assists individuals and businesses in reaching their financial goals. They offer a wide range of financial services, cater to various types of clients, and have a team of experienced and knowledgeable advisors. Their transparent fee structure and commitment to acting in the best interests of their clients make them a top choice for financial management.
Facts and Insights
Founded in 2005, GREENWOOD WEALTH MANAGEMENT, LLC has built a strong reputation for providing personalized and comprehensive financial management services. They have a team of over 25 advisors who are experts in financial planning, investment management, and wealth preservation. The firm operates with a client-centric approach, ensuring that the unique financial needs and goals of each client are met with tailored solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 25+ | 16 years |
These numbers demonstrate the firm’s success in managing assets for clients and their experience in the financial industry.
Financial Services Offered
With a wide range of financial services, GREENWOOD WEALTH MANAGEMENT, LLC is equipped to handle all aspects of wealth management for their clients. Their services include:
- Financial planning
- Investment management
- Wealth preservation
- Estate planning
- Tax planning
- Retirement planning
Their comprehensive approach allows clients to have all their financial needs managed under one roof, providing convenience and peace of mind.
Client Types
The firm caters to a diverse range of clients, including high-net-worth individuals, families, and businesses. They understand that each client has unique financial goals and tailor their services accordingly.
Fees & Compensation
GREENWOOD WEALTH MANAGEMENT, LLC believes in transparency when it comes to fees and compensation. They have a straightforward and competitive fee structure, where clients can choose between a flat fee or a percentage of assets under management. This structure ensures that the firm’s interests align with those of their clients.
Background
The firm’s founder, John Smith, has over 30 years of experience in the financial industry and holds various prestigious certifications, including Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU). The team of advisors at GREENWOOD WEALTH MANAGEMENT, LLC also has a diverse range of backgrounds and expertise, making them well-equipped to handle any financial situation.
Financial Advisor Disclosures to Know
As a registered investment advisor, GREENWOOD WEALTH MANAGEMENT, LLC is regulated by the Securities and Exchange Commission (SEC). They are legally required to disclose any potential conflicts of interest, fees, and disciplinary matters. Prospective clients can access this information by requesting the firm’s Form ADV, which is available on the SEC’s website.