How does the Greenspring Wealth Management team work with clients?
Greenspring Wealth Management utilizes a team-based approach to working with our clients. Each client is assigned a Relationship Manager (RM) who is the primary point of contact with the firm. Other members of the firm will participate in developing and implementing the services and strategies necessary to deliver the appropriate solutions for the client. The RM is responsible for managing the client relationship, facilitating the internal firm resources to be used on behalf of the client, and coordinating the implementation of strategies with outside advisors (with either the client’s advisors or advisors recommended by Greenspring Wealth Management).
