Broker Check

We Talk Less and Listen More

Our proven, collaborative approach meets you where you are, on your terms, and maneuvers you 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 know 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 your knowledgeable and trusted advisor.

Our firm’s Managing Partners have over 25 combined years of 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 allow 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 an in-depth understanding of your goals and creates 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 an 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 wealth 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 a 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, give us a call today!

Financial Insights

Interested in Learning more about Retirement

Retirement

Interested in Learning more about Managing your Finances to accommodate your Lifestyle

Lifestyle

Interested in Learning more about Money Management

Money