Wealth Management & Trust Services
The Greenwood financial advisors at Ronald Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum and offer services that include:
- Wealth Management (financial, retirement, and estate planning)
- Investment management
- Cash flow and budget planning
- Charitable giving strategies
- Personal trust and estate settlement services
- Bill paying
- Family Office
- Professional Athlete services
- Business consulting services
- Institutional services
- Retirement plan consulting
The Greenwood office continues to grow by integrating financial planning, investment management, and trust services into financial plans tailored to suit clients’ needs. The office was established in 2010 as an expansion of Ronald Blue Trust’s Indianapolis office, which is one of the larger wealth management practices in the Midwest and operates under the leadership of Aaron Klopfenstein, managing director. Senior Private Wealth Advisor, Craig Westrick, provides local management to this office and brings over 20 years of experience from the financial services industry.
