Trusted Partners

Delivering cutting-edge tools and insights to better serve our clients

Our independence allows us to develop a dynamic toolkit of resources across all of Glenwood's operations.
You and your financial needs are our priority.

So, we carefully scrutinize our professional partnerships to ensure they meet our service standards, and we only work with organizations that we believe create the best client experience and support our fiduciary focus. Each partner’s capabilities and performance reflect the financial stewardship we strive to deliver daily.

To broaden the insights we offer our clients, we engage the expertise of a strictly non-affiliated network of CPA’s, attorneys, trustees, bankers, real estate advisors, and other professionals. This group of professional specialists serve as trusted advisors to our clients and answer questions quickly and confidentially.

Kingswood Wealth Advisors is a full-service SEC registered firm designed to empower independent wealth advisors to spend more time providing outstanding service to their clients and less time focused on operations.

We selected Raymond James for custody and clearing of client assets because of their strength, stability and reputation as one of the most highly regarded investment firms in the industry. The firm was founded in 1962 with a commitment to put people, planning and principles first, a culture which continues to guide the company today. As of mid-2025, Raymond James reports approximately $1.64 trillion in client assets under administration.

We selected Charles Schwab & Co., Inc. as a primary custodian for our clients’ accounts. Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively.

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Private Clients, Attorneys, CPAs, and Community Members look to us for proprietary Reward-to-Risk disciplines, over 60 years of combined service in the "financial trenches," and authentic care and concern for real people.

Glenwood Financial Partners is an independent financial advisory firm located in Raleigh, North Carolina.

Just a conversation. No stress. Confidential.
We do not sell products.

Freedom To Explore