Proactive & Holistic Wealth Management
We strive to create a realistic, customized financial wealth investment plan for you and your family while continuing to monitor and adjust your plan as your circumstances evolve. As an independent registered investment advisor, we are not tied to any investment product or bank, so our dedicated wealth advisors can create a wealth investment plan that is right for you based on your personal, professional, and family needs.
Accessibility
Greenwood Capital has the expertise of Wall Street, but with the added benefit of our investment team being right here in South Carolina. We’re proudly rooted in Upstate SC, giving you direct access to the expertise you need. Plus, with a Private Client Advisor, you’ll get the personal attention you deserve from a professional who is dedicated to your goals.
Discipline & Continuity
With our dedicated team of wealth advisors, you have the benefit of a disciplined portfolio review tailored to your needs and a wealth investment process for strategy and allocation development, evaluation, and implementation. We begin the process simply by getting to know you and your wealth goals. Whether you desire to build wealth, preserve wealth, or to systematically distribute your wealth, your dedicated wealth advisors will then work with you to develop an optimal wealth management strategy. After implementing your investment strategy, we monitor results and adjust accordingly. This applied discipline ensures a holistic wealth approach to your financial picture, consistent monitoring, and communication with you. With our team approach, you may also take comfort in knowing there is continuity in managing your overall relationship.
Stewardship
Greenwood Capital brings a legacy of advising and managing investments for foundations and endowments. When working with your institution, we view ourselves not only as a financial partner and fiduciary, but also as stewards of the funds with which we are entrusted. Along with a legacy of investment management, Greenwood Capital has a proud tradition of vested interest in our clients’ success.
Partnership
Foundations and Endowments benefit from our consultative approach to developing and implementing an investment policy statement. With an investment mandate in place, our foundations and endowments managers are able to implement, monitor, and adjust based on market conditions and according to your governing statement. As partners, we will work together to maintain investment strategies tailored to achieve your goals and objectives.
Accessibility
With Wall Street knowledge and South Carolina roots, partnering with Greenwood Capital offers you the unique benefits of local service and convenience with direct access to professionals alongside extraordinary expertise. With a Private Client Advisor dedicated to your relationship, you enjoy personal attention from an experienced professional managing and reviewing your investment portfolio. Our team approach lets you take comfort in knowing there is continuity in managing your overall relationship. Market conditions are always changing. That’s why it’s invaluable to have a dedicated advisor managing your investments and providing market expertise where you need it most – closer to your home and office.
Flexibility
Our independence enables us to work with a variety of custodians, brokers, and other financial experts and professionals, as selected by the Trustee. This results in unbiased transparency ensuring no doubts in the management of the Trust. With other wealth management firms, you may find predilection towards established business providers but at Greenwood Capital we do not dictate which financial partners you work with. You have the flexibility to choose all of your professionals, including us.
Partnership
Whether you are managing a newly established Trust or a seasoned Trust arrangement, you will benefit in working with an investment professional who has the expertise to guide you in either developing an Investment Policy Statement or reviewing your existing one. With an investment mandate in place, our team of investment professionals are able to monitor, report, and adjust adherence to your governing statement. As partners, we will work together to maintain investment strategies tailored to the goals of the Trust.
Independence
As an independent registered investment adviser, we are able to offer just that – independence – to our Trust clients. Greenwood Capital enables each Trustee to bring together the financial experts and Trust professionals they deem in the best interest of the Trust to provide a holistic solution via separate but interrelated professionals. Each professional — the custodian and the Greenwood Capital Private Advisor — is able to function with a single fiduciary responsibility – always do what is in the best interest of the client.
Wealth Management Team
Melissa D. Bane, CPA, CFP®, PFS®, ChFC
Senior Client Private Advisor
John W. Cooper, CFP®
Private Client Advisor
Denise H. Lollis, CPFA®
Chief Operating Officer
Chief Compliance Officer
Callie Bradshaw
Private Client Specialist
Brian L. Disher, CFP®
Director of Wealth Management
Quintin A. Pile, CFP®
Private Client Advisor
William M Coxe, Jr., CRPC™
Private Client Advisor
Kalisse Evert
Marketing & Events Specialist
K. Diane Symmes
Private Client Administrator
Browse Wealth Management Blog Posts
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