A Tale of Two Advisors

A Tale of Two Advisors

Two of the most common terms you hear are Private Wealth Manager and Financial Planner. Both are considered financial advisors in the broader sense – with similarities and differences.   Financial Planner A Financial Planner is someone who assists with lifestyle...
The Evolution of Wealth Management

The Evolution of Wealth Management

The Evolution of Wealth Management The Traditional Approach: What do you think when you hear the term “Wealth Management”? Most probably think of something like: Wall Street, the stock market, your company’s retirement plan, investment accounts – perhaps being...
Setting Long Term Goals

Setting Long Term Goals

In this third video in our series of commonly asked questions we receive, William M. Coxe Jr., Private Client Advisor, discusses the importance of goals in the Financial Planning process. He touches on the wide spectrum of goals and objectives for different...
Goal Setting

Goal Setting

Understanding and applying the principles of effective goal setting has never been more important than in today’s world of financial planning. We can get caught up in media frenzy and become confused when we hear words like Bitcoin and GameStop. Goal setting has a...
Financial & Wealth 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...