gwc-logo

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

Learn More
All Posts
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.

Related Posts

Make It, Don’t Break It: The Expansion Phase
Make It, Don’t Break It:
The Expansion Phase

The financial issues confronting small business owners are anything but small. Often, you are juggling the intricacies of day-to-day operations while managing marketing, real estate, hiring, and a volatile market. And it doesn’t seem easier after you’ve survived the...

3 Common Money Mistakes in Your 20s
3 Common Money Mistakes in Your 20s

From social media influencers to ChatGPT to your crypto-bro cousin, it can feel like everyone has an opinion on the best way to make (and spend) your money. It’s tricky enough to make it in your twenties, and that’s not even taking into account dwindling paychecks,...

How To Build It Right: The Start Up Phase
How To Build It Right:
The Start Up Phase

No one tells you about all the paperwork that comes with starting a business. On top of hiring new employees, developing your business plan, and figuring out if you should be making TikTok dances to promote your Grand Opening, there’s a whole new world of financial...

Greenwood Capital

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.

Greenville Office

201 W. McBee Avenue
Suite 300
Greenville, SC 29601
864.335.2425

Greenwood Office

425 Main Street
Suite 100
Greenwood, SC 29646
864.941.4049

Greenwood Capital Associates, LLC is an SEC-registered investment advisory firm. Before 2001, Greenwood Capital Associates and the term “Firm” refers to Greenwood Capital Associates, Inc. (GCAI), established in 1983. On or about June 29, 2001, Greenwood Capital Associates, LLC acquired substantially all the assets of GCAI, a sub-chapter S corporation. Greenwood Capital Associates, LLC registration dates back to 2001.

© 2026 Greenwood Capital. All Rights Reserved. Managed by Engenius.