Define your financial goals and build a strategic portfolio to ensure you reach them.
Working together to be
Reach Your Investment Goals
Simplify Retirement Planning
Get clarity and guidance to prepare for the retirement you dream of.
Solutions for Protecting Your Wealth
Build and protect the wealth you want to carry into the next generation.
Your Financial Plan Starts Here
MyPlan by Glenwood helps you better understand and plan for your long-term financial health. Together, we’ll determine the best strategies to find your path to obtain financial independence.
Schedule a Complimentary Plan Meeting 1
Let’s get to know each other. Our no cost introduction meeting helps our team understand how we can help you.
Determine your Unique Vision 2
The first step to creating a plan is defining your vision. Our team will help identify your goals and objectives, then use financial concepts and tools support your plan.
Receive Ongoing Guidance and Support 3
Your life path is rarely straightforward. We’ll help you navigate the complexities of planning for long-term financial wellness.
Reach Your Financial Goals With Ease
Partner With Glenwood Investment Group For a Stress-Free Financial Journey
With Glenwood by your side, you’ll gain peace of mind knowing your money is working for you and will be there for you to use when and how you want, allowing you to focus on what matters and savor the moments that make life truly enjoyable.
With help from a knowledgeable advising team that takes the time to get to know what’s important to your family, you can build a successful long-term financial strategy—without the stress.
Maximize Your Investments
Understanding your goals and risk tolerance is essential to ensuring your investment strategy yields optimal results.
Live Your Ideal Lifestyle
With a goal-oriented financial plan and investment strategy in place, it’s possible to enjoy the life you’ve always envisioned.
Build Multi-Generational Wealth
Building wealth that lasts beyond your lifetime requires a plan that considers the needs of your family’s next generation.
Protect Your Assets
A well-structured insurance strategy can protect your loved ones from the financial consequences of unexpected events.
Plan Your Dream Retirement
Knowing how to plan for your retirement years doesn’t have to be overwhelming; let us help you simplify the process.
Reduce Tax Liabilities
Understanding tax strategies allows you to better manage your tax situation and help keep more money in your pocket.
A Trusted Team, we Understand that When Life Changes, your Financial Plan Should, Too.
Our personalized financial planning process enables us to continually assess your life goals and financial status as they change, making appropriate adjustments along the way.
Addressing Your Financial Concerns at Every Stage
Wondering if your investment portfolio matches your goals?
You want to know that your investments are aligned with your life vision and wonder if your current strategy makes sense.
Worried about protecting your wealth?
You’ve worked hard to build your wealth and want it to last into the next generation of your family.
Overwhelmed by the thought of retirement planning?
You need help identifying clear retirement goals that allow you to live the life you want and enjoy the moments that matter.
Have your financial plans changed due to life events?
Build and protect the wealth you want to carry into the next generation.
A Trusted Team to See Your Plan Through
Our staff has 30+ years of combined experience in everything you need to plan for your financial future.
Our customers span multiple generations, with financial goals that range from starting or building an investment portfolio to retirement planning, home buying, financing college, and everything in between. Above all else, we value transparency and exceptional service, delivered with our customers’ best interests in mind.
Our team serves clients at all stages of their financial planning and investment management journey, using a different approach to match each individual’s needs and goals. Learn more about our services and what it’s like to partner with our team.
Personalized Support For Your Financial Journey
At Glenwood, we aim to build long-term relationships through open and honest communication that allows us to learn everything about you—not just your money.
Our first priority is helping you take care of yourself and your family, which requires a deep understanding of your short and long-term needs. We take the time to learn about you, identify your dreams and goals now and for the future, and get a clear understanding of your risk tolerance.
We’re here to help you define, reach, and protect your wealth goals so you can live life the way you want now and long term.
1998
When founded
30+
Years Combined Experience
300+
Client Plans Created
CFP®
Certification Since 2017
Second Opinion Service
Is your advisor giving you the best possible experience?
Goals and Objectives 1
Our initial no-cost meeting is centered around getting to know your financial goals and objectives. We suggest you provide recent financial statements and complete a short questionnaire to begin our review.
Plan Review 2
Next, we review your plan and complete an analysis to determine if your current approach aligns with your goals. We evaluate your investment risk tolerance, asset allocation, and tax savings strategies. Additionally, we conduct a fee comparison to analyze the value derived from current services received.
Recommendations 3
We will follow up with recommendations, if necessary. For significant changes, we will provide a roadmap to achieving success with our financial planning process.