Harwood Wealth Management

Harwood Wealth Management is a financial planner in Greenville, SC. They specialize in helping clients navigate and work toward their financial goals, offering services such as investment management and comprehensive financial planning. With over two decades of experience, the team at Harwood Wealth Management serves individuals and businesses across various stages of life. Their services are rated 5.00 based on 18 reviews.

Harwood Wealth Management is dedicated to providing educated and candid responses to their clients' financial questions. Led by Bill Harwood, a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), the team includes William Harwood, also a CFP®, and Laurie Tracy as Vice President of Operations. The team focuses on listening to and understanding each client's unique needs and goals, developing personalized financial plans that adapt to evolving life circumstances.

The business stands out for its thorough and well-documented information available online, making it easy for potential clients to find detailed insights into their services and approach. This transparency supports their commitment to providing clear and honest financial advice in Greenville.

Harwood Wealth Management’s dedication to comprehensive financial planning and personalized investment management makes them a trusted resource for individuals and businesses seeking financial independence in Greenville, SC.

Services:

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