Our Services

Investment Management

  • Equity and Fixed Income management
  • Customized, separately managed accounts
  • Fee-only, fully discretionary advice
  • Proprietary research
  • Trusts, 401(k)s, IRAs, Concentrated Stock, and Education strategies

Financial Planning*

  • Family goals assessment
  • Retirement planning and analysis
  • Risk, return, time horizon, tax, liquidity, philanthropic and estate planning assessment
  • Employee benefit package review
  • Financial organization and concierge service

Corporate Retirement Planning

  • Provided through Greenwood Group LTD
  • Corporate 401(k) and profit sharing plans
  • Turnkey, cost-effective plans
  • Employee education
  • Regulations and compliance monitoring
  • One-stop-shop for plan record keeping, testing, restatements, and IRS DOL filings

*Please Note: Financial Planning services are available upon request. The scope of the planning services to be provided depends upon the needs of the client and the terms of the engagement.