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

Fall Finance Checklist: What’s Next for Your Savings?
Fall Finance Checklist:
What’s Next for Your Savings?

As you settle into your career, you are already balancing the demands of long hours, changing job markets, and the complexities of your role. In your off hours, you may be juggling making time for your partner, attending your kid’s school event, or helping aging...

Turning a Business into a Legacy: The Exit Phase
Turning a Business into a Legacy:
The Exit Phase

For years, you have poured your time, resources, and sweat equity into your business. Now that it is time to look at your exit strategy, the decisions can feel just as intimidating and confusing as those early stages! Your business can create a legacy for your family,...

Understanding Trump Accounts: Your Guide to Section 530A
Understanding Trump Accounts:
Your Guide to Section 530A

ABOUT THE AUTHOR: John Cooper,  Senior Private Client AdvisorJohn is steeped in the Carolina tradition of helping one’s neighbor. As a Senior Private Client Advisor, he enjoys exercising his neighborly skills by listening to clients about their hopes, dreams, and...

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.