Our Financial Services
Glenwood Financial Partners provides full-service wealth management across your financial life. As your ally, we’re here to do everything we can to help you build a path to the dreams and goals you envision. Whether that means selling your business so you can travel, sending your children to college, or retiring to your dream location, we will help you make your goals a reality. As our client, you gain our team’s full support as we work to deepen your financial capabilities while creating a strategic path forward.
Through our wealth management support, you also receive:
We are here to support every generation of your family. By creating multigenerational strategies, we help everyone have access to the guidance and resources they need — and ensure they continue your legacy in the ways that matter to you.
Transparency infuses every aspect of our support. We communicate with you regularly and in plain language. We also provide you with the information you need whenever you need it, so you have clear access to essential financial details.
We embrace each client’s uniqueness — and will only recommend strategies that reflect your specific needs. We tailor every investment we pick, customize every financial plan, and take the time to know the specific goals and values you care about.
Private Clients, Attorneys, CPAs, and Community Members look to us for proprietary
Reward-to-Risk investing disciplines, over 50 years of combined service in the "financial trenches,"
and authentic care and concern for real people.
Glenwood Financial Partners is an independent financial advisory
firm located in Raleigh, North Carolina.
Advisory services offered through Eudaimonia Partners LLC, an SEC registered investment advisory firm. Glenwood Financial Partners may only conduct business with residents of the states for which they are properly registered.