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Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We are Greenwood Wealth Management and in this world of declining client service and product pushing, we take a different approach. We talk less and listen more! At Greenwood Wealth Management we realize that the true strength of a financial planner is to understand the goals of the client, so we put a premium on listening first, understanding second, and then performing as the knowledgeable and trusted advisor. Our firm’s Managing Partners have over 25 combined years industry experience as well as having the personal planning industries top designation, CERTIFIED FINANCIAL PLANNER™ certification.

Emma Foulkes and Jeffrey Wright's combined experience and knowledge base allows the firm to cater to the needs of small business owners, highly compensated employees and fast paced professionals.  In addition to the experience, expertise and professionalism that you have come to expect from Greenwood Wealth Management, we position you at the center of every decision. The firm leverages the in-depth understanding of your goals and create personalized strategies that are aimed at helping you achieve your specific goals. 

To ensure that we are recommending the best solutions to every client, we have open architecture with access to a multitude of  quality regional and national investment managers as well as dozens of sound insurance providers.

We are proud to say, this plethora of resources allows for increased competition and lower cost and quality checks on performance for our clients. Whether you’re facing retirement— looking to better understand certain investment ideas— or understanding how trust execution can affect your legacy to loved ones- we can help you address your most pressing financial questions. To learn more about our services or give us a call today!

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