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Women in Investing: How to Take Charge of Your Financial Future

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Financial Planning
Financial & Wealth Planning

 

What is Financial Planning? When should you approach Wealth Planning? How can Greenwood Capital help? Senior Private Client Advisor Melissa Bane answers these questions as she discusses the differences between Financial Planning and Wealth Planning. This video is the premiere episode of a new series from Greenwood Capital featuring interviews with our Wealth team.

“We have the education and training to help you make that climb up the mountain. But we also have the background and the years of experience to help you at the summit.”

Melissa Bane

 

Greenwood Capital is an SEC registered investment advisory firm. This material has been prepared for information purposes only, and is not intended to provide, and should not be relied on solely for tax, legal or accounting advice. Captions are automatically generated. Please excuse any errors or inconsistencies.

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Greenwood Capital is a premier wealth and asset management firm in South Carolina. We serve families, financial advisors, and institutional investors by providing a comprehensive and consultative approach to financial planning and investment management. We differentiate ourselves by offering direct access to our investment managers and making in-house portfolio decisions rather than relying on third-party investment managers. Our experienced team takes a global perspective in managing your financial concerns and a personal approach to customizing your investment plan by getting to know you. Established in 1983, Greenwood Capital manages approximately $1.7 billion in assets.

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