At Glenwood Financial Partners, we believe clients deserve meaningful, caring service across their wealth management. The following values drive how we serve clients and approach financial services:
Embrace Stewardship We believe that your financial advisor should support and protect your lifelong wellbeing. From choosing investments to removing roadblocks,they should help you meet your goals throughout your life. What does this mean for you? You receive thorough support that looks out for your best interests. Instead of making decisions in the dark, you gain an ally who answers your questions and helps replace confusion with clarity. In every step, we help you pursue your life vision — and provide the ongoing financial stewardship that supports this mission.
Provide Integrated Service Your advisor should be willing to collaborate with you and your other advisors — and address your comprehensive financial needs. Rather than being a spoke in the wheel, they should be the axle bringing all the pieces together. What does this mean for you? You gain a central resource synchronizing every financial detail. From collaborating with your attorneys and CPAs to addressing your breadth of goals, each aspect of our support works in tandem across your wealth management landscape.
Offer Proactive Management We believe that your advisor should select investments that fit your specific goals and risk tolerance — and manage them with agile oversight. You should not be grouped into template portfolios with a sit-and-wait approach. Your life is unique and dynamic, and your investment management should be, too. What does this mean for you? No more boilerplate investment strategies that leave you missing opportunities, open to unnecessary risk, and exposed to taxation issues. You receive personalized, goals-based strategies — with advisors who analyze how market and life developments could affect your financial outcomes.
Embrace Humility We believe there’s no room for ego when serving clients and that your advisor should always be eager to think better, do better, and serve better. The support you receive is for you first and foremost — and should provide transparency into any actions or decisions. What does this mean for you? You gain straightforward, collaborative relationships that focus on your specific needs. You have an ally who prioritizes your needs and is willing to do what it takes to help you live your best life.
Focus on Service We believe that your advisor should use technology responsibly across your financial strategies. You are seeking answers to your questions, personalized strategies for your goals, and guidance for your decisions. As such, the service you receive should focus solely on helping you create lasting financial wellness. What this means for you? You gain technology-backed solutions that only exist to help you reach your goals. Period. We never push products and don’t lump you into prepackaged investment portfolios. Instead, our priority is to strengthen your financial life and pursue your unique goals with clarity and confidence.
Glenwood Financial Partners is an independent financial advisory firm located in Raleigh, North Carolina that is committed to comprehensive High-Net-Worth solutions.
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.