In partnership with the client's other professionals, our firm offers holistic wealth management services that are deployed based on each client’s unique circumstances.
financial planning
Financial Statement Preparation
Cash Flow & Tax Estimates
Retirement Planning
Life Insurance Needs Analysis
Corporate Benefit Review
estate planning
Trustee Services
Estate Plan Facilitation
Coordination with Estate Planner
Family Governance & Succession
Intergenerational Wealth Transfer
legacy & philanthropy
Donor Advised Funds
Charitable Giving Planning
Strategic Legacy Planning
Business Transition Planning
Family Financial Meetings
investment management
Equity and Fixed Income
Discretionary Portfolio Management
Concentrated Stock Management
Global Investment Strategy
Proprietary Research
alternative investments**
Direct Investment Opportunities
Private Holding Review & Oversight
Real Estate Review
Proprietary Deal Flow
Partnership with Natural Capital
accounting services
Tax Preparation & Payment Process
Tax Deferral Strategies
Tax Efficient Withdrawal Strategies
Tax Loss Harvesting Strategies
Tax Estimates & Projections
financial concierge
Credit & Lending
Asset Protection & Custody
Bill Pay
Cash Management
Consolidated Banking Relationship
corporate retirement plans
401(k) Plan Administration
Defined Benefit Planning
Actuarial & Recordkeeping Services
Statement Preparation
Regulatory Filings
Important Disclosures
The extent of the services rendered to each client relationship depends on the level of need, which is determined through our comprehensive financial planning process. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances. Neither personalized nor specialized services should be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
Greenwood Gearhart, Inc. is neither a law firm or accounting firm and no services of the firm should be construed as legal or tax services. To the extent legal or tax services are required, all such services are rendered through third-party law firms or accountants and may be subject to separate and additional fees. **Alternative Investments services may be offered through Natural Capital, LP. Additional fees may apply.
Please see Greenwood Gearhart, Inc.'s Form ADV Part 2A for information on its services, fees, and related conflicts of interest.