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...
Creating a Wealth Transfer Plan for You and Your Heirs

Creating a Wealth Transfer Plan for You and Your Heirs

At first glance, a Wealth Transfer plan may sound like a task that is outside your skill set. Don’t despair, with a few tips and some help from trusted advisors we can make it happen. Let’s discuss a few ideas that can bring a Wealth Transfer plan from a vague concept...
Transferring Wealth Through Generations

Transferring Wealth Through Generations

Families of all shapes and sizes need to develop a plan to transfer assets since the transfer of wealth is inevitable. Preparing your heirs to take over your estate and educating them on your directives is equally important. The involvement of a financial planner has...
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...