Portfolio Stress Testing

A Better Path to your Goals

Glenwood Financial Partners is a wealth management firm that serves individuals, families, and business owners who seek a lifelong financial steward.

What is your process for identifying and communicating conflicts of interest?

It is important to realize that conflicts of interest do come up, but the important thing is that you trust the person you work with to handle them responsibly and with transparency. Some conflicts of interest arise from fee arrangements. Others result from the fact that professionals must serve two masters: their clients and their employer.

How are conflicts of interest addressed and mitigated, and can you share an example?

Your finance service provider’s professional standards and code of ethics should demand transparency in all things, including how potential conflicts are identified, communicated, and resolved.

“Change is the law of life.  And those who look only at the past or present are certain to miss the future.”

John F. Kennedy

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Advisory services offered through Great Lakes & Atlantic Wealth Management and Advisory Partners, LLC.

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