GREENWOOD WEALTH MANAGEMENT, LLC

Overview

Greenwood Wealth Management, LLC is a small independent registered investment adviser that focuses on financial planning and portfolio management for individual and family clients, including small business owners. The firm runs a straightforward investment program that emphasizes equities as the primary vehicle for client portfolios, using exchange-traded securities as the main building blocks. Fee arrangements combine a percentage of assets under management with the option for fixed fees, which aligns compensation with portfolio scale while allowing some flexibility for planning engagements. The firm does not position itself as an ESG specialist and is not organized as a multi-state adviser. Its owner-type is individual, and its client mix is concentrated: the practice is tailored to a modest book of households rather than institutional or pension clients. Advisory services center on tailored planning and discretionary portfolio oversight rather than large-scale capital allocation or wholesale institutional management.

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