Announcing the Combination Of
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Thank you for entrusting Greenwood Gearhart to serve as your wealth management partner.
We're excited to get started with you! To help familiarize you with how Greenwood Gearhart operates and address commonly asked questions related to the transition of your advisory relationship with Boston Mountain Money Management, we've provided a resource library for your access through the links below. Feel free to navigate through these helpful details and reach out to us at any time with questions or feedback you may have.
In the video below, Brock Gearhart and Scott Alaniz provide some insights into what to expect from your dedicated wealth management team moving forward and how Greenwood Gearhart is positioned to keep the most important aspects of your financial life in focus - your best interests and peace of mind.
about our team and services
helpful resources
SAMPLE CLIENT CONTRACTS & REGULATORY DISCLOSURES
FREQUENTLY ASKED QUESTIONS
get in touch
Members of our team remain available to address any questions or feedback you may have. Use the links provided below to get in touch with Scott and Lindsey, the firm's leadership, or our Client Service team. Need to find our office? The interactive maps below can be used to navigate to our Rogers and Fayetteville locations.
locations
Fayetteville Address:
26 E. Center Street
Fayetteville, AR 72701
Rogers Address:
4100 S. Grand Avenue, Building B, Suite 121
Rogers, AR 72758
IMPORTANT DISCLOSURES
Greenwood Gearhart, Inc. (“GGI”) is an SEC-registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training.
The extent of services rendered to each client depends on the client’s 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. The effectiveness and potential success of adviser’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Neither personalized nor specialized services should be construed as a guarantee of a particular outcome.
Statements above from Mr. Alaniz concerning GGI represent the opinion of Mr. Alaniz and should not be construed as guarantees of client satisfaction or any particular outcome. Professional reputation and familiarity should not be the sole determining factors in retaining the services of an investment adviser. Mr. Alaniz will receive compensation from GGI related to the amount of revenue generated by clients brought to GGI by Mr. Alaniz, which incentivizes Mr. Alaniz to maximize the number of clients who transition to GGI. No person is under any obligation to follow the recommendations of Mr. Alaniz or to become a client of GGI, and all are free to obtain investment advisory services from the provider of their choosing.
GGI is neither a law firm nor an accounting firm, and no services provided by GGI should be construed as legal, accounting, or tax services. To the extent legal, accounting, or tax services are required, all such services are rendered through third-party professionals and may be subject to separate and additional fees.
**Alternative Investments services may be offered through Natural Capital, LP. Additional fees may apply. Private investments are not appropriate for all clients, and all investors should evaluate and consider the risks applicable to any private investment, which will be set forth in each investment’s offering documents, prior to commitment.
Past performance does not guarantee future results. All investing comes with risk, including risk of loss.