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Greenwood Wealth Management

OUR MISSION STATEMENT

Exceptional wealth advice requires experience, knowledge, collaboration, & care – all of which we are dedicated to deliver to our clients & their families

Our Story and Services

Greenwood Wealth Management

The Greenwood Wealth Management Group works with a clientele of entrepreneurs, executives & families providing holistic, customized wealth advice and investment management solutions.  We believe that one of our primary responsibilities to our valued clients is to help protect what they have worked so hard to build, positioning their wealth to help meet the needs of their dynamic lives and, in many cases, legacies.  Our open architecture approach to investment management allows us to work collaboratively, leveraging the global resources within Morgan Stanley as well as externally to deliver tailored strategies for clients.

Our team was formed in 2018 when five investment professionals came together and recognized the power of synergies and concentrations to help deliver on our commitments to the families and individuals we have the pleasure to advise.  With over 100-years of experience between us, the depth of knowledge and breadth of experience of the Greenwood Wealth Management Group is brought to bear for our clientele.  A client service model based on accessibility ensures that our clients are provided an exceptional level of care as we bring true passion to every relationship we develop.

We invite you to explore our website to learn more about our team and what we provide.  We would welcome an opportunity to meet you, discuss your individual situation, and explore how & where we can deliver value to a future relationship with you and your family.

 


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 5251 Dtc Parkway, Suite 1500
  • Greenwood Village, CO 80111


    Experience

    Experience

    CFA (Chartered Financial Analyst®) - The Chartered Financial Analyst® (CFA®) credential is considered one of the most respected global investment management designations in the world.  It is awarded by the CFA Institute to investment & finance professionals only after a successful completion of their rigorous testing covering areas including accounting, economics, ethics, money management, & security analysis.  CFA charterholders commit to ongoing standards of ethics, education, and professional conduct. 

    Family Wealth Director - This credential, currently achieved by less than three percent of the Morgan Stanley Financial Advisor population, places Tim in a category of financial advisors who are qualified to service the sophisticated needs of ultra –high net worth clients.

    CIMA® - Certified Investment Management Analyst® designation, administered by the Investment Management Consultants Association and taught in conjunction with the Haas School of Business, at the University of California, Berkeley.  The CIMA® professional provides objective investment advice and guidance to both individuals and institutions.  A CIMA® professional  has the ability to apply state of the art investment theory  and integrate a complex body of investment knowledge systematically and ethically to assist clients in customizing solutions to their unique circumstances.

    Meet Greenwood Wealth Management

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

    Ready to start a conversation? Contact Greenwood Wealth Management today.

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