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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