Harwood Wealth Management

Harwood Wealth Management is a financial planner in Greenville, SC, located at 19 Halton Green Way. The firm provides financial guidance to individuals and businesses, helping clients navigate their financial journey from early career stages to retirement. The team offers educated, candid responses to financial questions and develops personally tailored plans based on long-term goals. They hold a 5.00 rating based on 18 reviews.

Bill Harwood, a Certified Public Accountant and Certified Financial Planner, has served as a financial advisor since 1999. In 2021, the advisor team expanded to include William Harwood, and the two meet with clients together to determine goals and develop plans. Laurie Tracy serves as Vice President of Operations, bringing over 20 years of experience in financial services to ensure clients receive care and support. The firm is an other business name of Independent Advisor Alliance, LLC, a registered investment adviser with more than 145 partner firms in 25 states. This affiliation provides customized support services that allow the advisers to focus on financial planning and asset management.

The team takes an active approach to managing investments, customizing portfolios based on each client’s risk tolerance and time horizon. They constantly review investments and reallocate as needed so portfolios adapt to evolving life circumstances. Comprehensive financial planning serves as the foundation of their advice, addressing goals such as retiring by a certain age, saving for college education, or buying a home. They utilize WealthVision, an online portal that generates comprehensive financial planning analytics, calculates cash flow projections, and models “what-if” scenarios to outline financial plans.

Beyond investment management, Harwood Wealth Management offers assistance with life, long-term care, and disability insurance, helping clients evaluate their circumstances and determine the best policies. They also assist with estate planning, evaluating options for asset distribution and determining who will make decisions if a client becomes incapacitated. Their mission is to provide honest, clear financial advice and build relationships based on trust, giving clients comfort and confidence as they pursue their goals.

Harwood Wealth Management combines decades of experience with personalized, active investment management to help Greenville clients achieve financial independence and confidence in their future.

The firm sits on Halton Green Way, just a tenth of a mile from Woodruff Road and within a third of a mile of Greenville Dermatology.

BizScoreAI assigns Harwood Wealth Management a Technical score of 83 out of 100, ensuring the website is secure and readable by search engines. The business also holds a Discoverability score of 75 out of 100, allowing AI crawlers to find every page and enabling recommendations by AI assistants.

Services:

• Estate Planning
• Financial Planning
• Investment Management
• Retirement Planning
• Tax Planning