New Episodes!

“It’s Not Just About Money”

Welcome to Glenwood’s podcasts, where commentaries are led by our belief that wealth management is not just about $$$–It includes values, traditions, knowledge, memories, and so much more.

Listeners will be rewarded with behind-the-curtain views that touch on hot topics like Bitcoin and ARK Invest, while emphasizing teachable moments to help investors stay calm during the market’s ups and downs, decide if a fiduciary relationship is right for them, and gain a clearer understanding of life as a Glenwood client.

001: Introduction to GFP

Rick McElroy, co-managing partner, explains the straightforward approach that Glenwood Financial Partners takes with their clients and their investing.

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Podcast Episodes

011: Bitcoin, Credibility, & 6Ds

Is it legitimate? Podcast commentary provides educated insight.

010: ARK Invest & Cathie Wood, Glenwood's unique journey

“Disruptive Innovation” is the name of the game. Think “Netflix”, for example, and how it’s movie access system completely disrupted Blockbuster’s video movie rental business. Listen to an insider’s view of the Ark Invest story.

009: Best Kept Secrets, Part 1

For more than 23 years attorneys have referred us clients in need of our wealth management care and support.

008: Best Kept Secrets, Part 2

The “Trust Factor” is at the heart of our ongoing attorney relationships.

007: Vast Institutional Resources

We work with a whole lot of talented people, but we get to choose. The great combination of formal ties to LARGE FINANCIAL INSTITUTIONS and the INDEPENDENCE to select the services and expertise that we need enable us to serve clients to the fullest.

006: Initial Contact: What Happens then?

We describe how you’re treated at the point of introduction and how our process works.

005: A Client Story

If you want to know who we serve and how, listen in. Our minimum is “nice people”, and we serve them as financial life partners. Here’s a real example.

004: Core Values

These are what make us tick, and what make clients stick. Character is everything.

003: Custom Solutions

Cookie cutter? No thanks. Customization is what we all want and deserve.

002: Disciplines

Rick McElroy explains the reward to risk discipline that Glenwood Financial Partners uses in their investing analysis for their clients.

001: Introduction to GFP

Rick McElroy, co-managing partner, explains the straightforward approach that Glenwood Financial Partners takes with their clients and their investing.

Meet the Hosts

Michael Hakerem

Rick McElroy

We note at the outset that the word “Partners” was intentionally incorporated into the firm name “Glenwood Financial Partners” because the founders of the firm believe, and clients have echoed, that it best describes the nature of their relationships with clients.

Rick and Michael’s greatest motivation is their desire to help people, and that desire relates to both managing the vast complexities of the financial world and sharing the joys and navigating the stresses of everyday life. Accordingly, they routinely refer to their work as financial “life” management, and their podcasts repeat the mantra: “It’s Not Just About Money.”

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Since teaming up in 2003, Rick and Michael have served as fiduciaries in meeting each client’s unique circumstances and locations, ranging from the professional offices of law firms and corporations to the hot and dusty summer fields of hard-working farmers. The mission is to meet people where they are in life for the purpose of providing wealth management services that achieve the highest levels of customized investment management and real-life solutions.

Join our podcasts for first-hand introductions to our firm, our people, our service, and our knowledge, experience, and values. We also cover a variety of topics, from the more timely, such as “Bitcoin” and “Disruptive Innovation,” to the basics, such as “fiduciary advisors” and “customized solutions.”

We hope you’ll be empowered with knowledge and purpose.

More About our Core Values