Wealth

Wealth Advisors Committed to Your Goals.

What is the definition of wealth

Every client holds a different definition. Greenwood Capital defines wealth management as proactively guiding you to achieve your goals. We view ourselves not only as financial partners and fiduciaries but also as stewards of the funds with which we are entrusted. As such, our concept of wealth management applies to all the clients we serve, not just the individuals and families you would typically have in mind.

Individuals & Families

For family and individual investors, we review your total financial picture. This may include supplying investment advice and counsel, selecting asset allocations, and providing advice for retirement, estate, tax, charitable giving, and transitional planning. We work with your outside professionals as needed to address tax and legal matters. We strive to truly understand your investment personality, investment goals, risk tolerances, and time frames.

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Institutional Investors

For our institutional clients, we define wealth management as helping board members and individual decision-makers achieve their organizational goals through diligent investment management. We may create or modify your investment policy statement and create a customized portfolio that matches your organization’s specific goals and requirements, including cash flow analysis and capital projects.

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Financial Advisors

Greenwood Capital’s financial advisor clients—and trust advisor clients—benefit from a relationship-based consultative process. We take a personal approach to each relationship. Our experienced investment team works with financial advisors, broker/dealers, bank trust departments, and other investment advisor representatives in South Carolina and nationally to provide managed money solutions.

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