GARLAND AND GREENWOOD WEALTH ADVISORS LLC

Overview

Garland And Greenwood Wealth Advisors LLC is an independent RI A organized as a limited liability company that serves individual and family clients. The firm combines traditional financial planning and portfolio management with insurance brokerage and registered-rep activity through a broker-dealer relationship, positioning itself to deliver both advisory and brokerage solutions. Its advisory scope includes financial planning, tailored portfolio management for individuals and small businesses, selection of third‑party managers, and client education through seminars and workshops. Investment style is equity‑tilted: the firm's stated preference is for exchange‑traded equities and it operates as a capital allocator, incorporating external managers where appropriate. Fee arrangements are mixed—percentage of AUM, hourly and fixed fees—allowing flexibility for different client needs. Garland And Greenwood is not an active ESG investor and is not identified as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices