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We know investors have their own goals and aspirations. That’s why we place a premium on listening and understanding. Smart and globally savvy, our investment management team is uniquely qualified to look at today's world markets and cut through passing trends to bring you sound advice. We know the complexities of the financial world. Our point of difference is that we will also know you. Our success begins and ends with you — your goals and needs.
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In an increasingly complex financial world, we strive to keep things simple and to maintain the proper perspective when managing your investments.
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We strive to create a realistic, customized financial investment plan for you, while continuing to monitor and adjust your plan as your circumstances evolve.
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It’s a matter of trust. We view ourselves not only as a financial partner and fiduciary, but also as true stewards of the funds with which we’re entrusted. It’s a part of our legacy — our DNA — to serve you and manage your investments as if they were our own. We’re proud to become an integral part of your mission.
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Simply put, we’re here for you. Our personal investment management and wealth advisors are dedicated to your relationship and provide direct access to professional management and review of your investment portfolio. You always have market expertise where you need it most, whether close to your home or across the nation.
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We’re in this together. Our investment management professionals will work with you to maintain your investment strategies to achieve your goals. This consultative approach results in an investment mandate that we are able to implement, monitor, and adjust based on market conditions and according to your governing statement.
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Greenwood Capital’s knowledge and capabilities are matched with something just as valuable — the human experience. Get to know our wealth and investment management team. They’re here for you — with answers, advice, and an uncanny ability to turn complexities into down-to-earth explanations. It all begins with a conversation.
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Schwab is a registered broker-dealer and is not affiliated with Greenwood Capital or any advisor(s) whose name(s) appears on this Website. Greenwood Capital is independently owned and operated. Schwab neither endorses nor recommends Greenwood Capital. Regardless of any referral or recommendation, Schwab does not endorse or recommend the Investment strategy of any advisor. Schwab has agreements with Greenwood Capital under which Schwab provides Greenwood Capital with services related to your account. Schwab does not review the Greenwood Capital Website, and makes no representation regarding the content of the Website. The information contained in the Greenwood Capital Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.