About Greenwood Wealth
Management

To us, it’s not only about wealth. It’s about what your wealth can accomplish.

Together, you and Greenwood Wealth Management can help prepare your financial life for today, tomorrow, and generations to come – so you can stay focused on what matters most regardless of what the markets are doing.

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Committed To Helping You Grow Your Wealth And Pursue Your Financial Goals

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John Smith

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John Smith

WELCOME TO OUR PRIVATE
CLIENT GROUP

As an Asset Management Team, we proactively manage specialized portfolios, each with a clearly defined objective. Greenwood Wealth Management provides independent investment advice and a disciplined investment philosophy, all in a fee-based structure. Our “institutional*- style” management offers our clients the advantages of a highly specialized approach.

Greenwood provides a unique performance-driven blend by relying on our skilled, proven research, and proprietary models

We write nationally published articles on investment related topics. We strive to keep our clients informed with these resources that provide current, independent, and comprehensive data affecting the economy and their investments.

SOME OF OUR KEY ADVANTAGES INCLUDE:

  • Globally thematic investment approach
  • Customized Asset Allocations
  • Ongoing assessment and portfolio performance reviews
  • Fee based structure
  • Financial Advisors and Portfolio Managers

(Not transaction driven brokers)

*A bank, mutual fund, pension fund, or other corporate entity that trades securities in large volumes. Unlike retail firms, we do not sell our own in-house products, as we are unbiased and independent.

Accolades

Fortune

Global Advisory Panel Member (2020, 2021)

Advisory Cloud

Member (2020, 2021)

Women of Distinction

Elect Member (2021)

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