Greenwood Financial Group

There's nothing better than a team who truly enjoys spending time together outside of the office!

Yesterday, Greenwood Financial Group spent the day at Busch Gardens Williamsburg for some team bonding. After a busy summer, it was a great way to unwind, start the holiday weekend, and prepare for fall.

Blaire recently had the opportunity to join Capital Group at the New York Stock Exchange as they celebrated their 12 Morningstar Gold-rated ETFs and rang the closing bell!

We're grateful for the long-standing relationship we've built with them over the years, and it was an honor to be there to celebrate such an exciting milestone.

Our 13th Annual Charity Golf Tournament is around the corner, and we'd love to see you there! ⛳

Join us on Monday, September 28th at Belmont Golf Course in support of The First Tee of Greater Richmond, an organization doing incredible work to build character and life skills in young people through the game of golf.

The sign up deadline is September 1st, so don't wait too long! Reach out to Laura Southern to secure your spot at [email protected] or 804-421-4020 ext. 101.

Learn more here 🔗 http://greenwoodfinancialgroup.com/13th-annual-charity-golf-tournament

Greenwood Financial Group traveled all over the world this summer! ☀️

Swipe through to see our team's favorite moments throughout the past few months. Although we can't believe summer is already coming to an end, we're excited for everything we have planned this fall!

At Greenwood Financial Group, giving back to our community is at the heart of everything we do.

Scott and his wife Alex recently volunteered at Young Life Capernaum Camp, which supports young people with disabilities. Swipe through to see all the fun that was had throughout the course of a weekend!

Many of our clients have been with us for decades, and here's why: our team shows up!

During the annual reviews and the big life moments, or even the unexpected ones, we take the time to really know the people we work with and always keep their best interests at heart.

We love what we do, and we're grateful to support so many of you!

Can you believe that fall is just around the corner? 🍂

With the season's change comes an opportunity to reflect on your financial plan and ensure it's still working the way it should heading into the end of the year.

If it's been a while since you've connected with us, we'd love to hear from you! 📞 (804) 421-4020

The very first episode of The Market Confidential is here! 🎧

Blaire and Allison sit down with the person who started it all: their dad, Doug Greenwood, the founder of Greenwood Financial Group. In this conversation, Doug shares what success really looked like along the way, the leadership lessons that still guide the firm, and what it means to watch his two daughters lead the company he built.

Listen to it here:

Spotify: https://open.spotify.com/episode/41YZLuciCWFiUvTX28S2Mc?si=58KU451qQl6k_usuu2r8Ag

YouTube: https://www.youtube.com/watch?v=FXz7YKDd6qw

Legacy planning isn't just for the people who have several assets.

If you've worked hard, built something, and care about where it goes when you're gone, legacy planning is for you. It's not about how much you have, but rather, it's about making sure what you've worked for ends up where it matters most: your family, a cause close to your heart, or the next generation.

At Greenwood Financial Group, our team can assist with helping you define your estate planning goals and also refer you to the appropriate people to implement your plan. Learn more here: https://www.greenwoodfinancialgroup.com/our-services