Individuals & Families
Greenwood Capital considers each individual and family an independent relationship with specific aims. We create a financial plan for you based on our conversations, a completed client profile, and your specific situation. This living document serves as your personalized investment roadmap.
We provide comprehensive financial planning services to families and individuals, ensuring that your action plan is well-rounded and tailored to your objectives. You benefit from an experienced private client advisor working with you to develop and monitor a custom-tailored portfolio.
We often sit down with people who are ready for a solution. We meet you where you are: one-on-one in our office, across the dining table with your family, or in the board room of your organization.
Our goal is to convert your specific situation into a simple, achievable plan. Following our initial discussions, we will ask you to provide current financial and legal information. Next, we’ll review your documents and analyze your whole situation. We will then present short- and long-term recommendations and help implement and monitor your plan.
That is what life planning is all about: taking worries off your plate while remaining just a phone call or email away when you have questions.
How we help you
Risk Profile Review
Insurance Analysis
Budgeting Review
Education Planning
Portfolio Allocation Review
Tax & Estate Planning
Retirement Planning
Generational Wealth Transfer
Greenwood Capital may have a global investment perspective, but our approach to clients is distinctly personal. Our team-based service model is designed to create long-lasting relationships beyond just your investment picture. We get to know family members and maintain relationships over decades.
How we are different
We regularly communicate with you to keep you updated on your performance towards your objectives, the market, and timely news. We post updates on our website and social media, send you quarterly newsletters and reports, and your advisor will reach out with individual emails and phone calls.
Personal Approach
Our Wall Street and global market expertise is only as impressive as it applies to you and assists you with your financial goals. If we don’t sound like typical wealth management advisors, we aren’t. We are with you one to one, day to day. We provide knowledge and experience strengthened by the cohesiveness and longevity of an established local team rooted in upstate South Carolina.
