Broker Check

Atlanta, GA
Montgomery, AL


Greenwood Wealth Management



Services we offer

Comprehensive Fee Based Financial Planning*  

  • Present financial position
  • Adequate protection
  • Asset accumulation
  • Income tax planning strategies
  • Retirement 
  • Education planning
  • Estate planning strategies

Professionally managed investments*

  • Mutual funds
  • Direct participation programs
  • Real estate investment trusts
  • Variable annuities
  • College funding – Coverdell IRAs, 529 Savings plans

Individual investments*

  • Common and preferred stocks
  • Corporate, municipal, and zero coupon bonds
  • US government and mortgage backed securities
  • Flexible savings certificates and stock market certificates

Investment advisory programs*

  • Fee-based mutual fund and individual security programs
  • Separately managed accounts

Insurance and annuities

  • Term life insurance
  • Universal, Index universal Life Insurance
  • Variable* universal life insurance
  • Whole Life insurance
  • Disability income insurance
  • Long term care insurance
  • Fixed annuities
  • Indexed annuities