Typical Clients
Greenspring Wealth Management serves a variety of clients through our Financial Planning, comprehensive Wealth Management Services, and Independent Fiduciary Services:
Private Client Services
Greenspring Wealth Management specializes in developing Wealth Accumulation and Wealth Preservation strategies for clients who are in various stages of life. Typical clients include business owners, entrepreneurs, corporate executives, retirees, individuals and families who are charitably inclined and families of children with special needs.
Whether developing a financial plan, helping you more effectively manage your assets, or providing comprehensive wealth management services, Greenspring Wealth Management has the expertise necessary to suit your needs.
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Institutional Services
Today's institutional fiduciary faces a dynamic and challenging environment. Personal liability, complex laws and regulations, lack of fee transparency, conflicts of interest, and increased scrutiny by investors and regulators represent just a few of the trends that must be addressed.
Greenspring Wealth Management provides guidance, oversight and fiduciary governance solutions to individuals who serve on committees for retirement plans, trusts and foundations. The result is an integrated program that puts in place tools, processes, and organizational structures leading to well-informed decision-making and a higher probability of successful outcomes.
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Corporate Engagements
Greenspring Wealth Management offers group sponsored engagements which are, in essence, individual planning engagements underwritten by a company or other sponsor. These comprehensive engagements are usually part of an overall executive compensation and benefits package. Corporate engagements are an attractive benefit that employers can use to attract and retain key employees while making sure that these executives focus on their jobs instead of their individual financial worries.
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Special Needs Planning
The day-to-day rigors of raising a child with special needs can be physically, mentally, and emotionally exhausting. Most parents can barely think one day ahead, let alone forty years
ahead. Unfortunately, the planning or lack of planning done today, can have a dramatic impact on your child’s future. Research has shown that over 90 percent of families with special needs children have not planned adequately.
Greenspring Wealth Management has specific expertise in helping families navigate the unique and complex financial challenges associated with planning for a child or family member with special needs. To learn more about financial issues that pertain specifically to special needs, please check out the Journal of Special Needs Planning.
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