Stephanie Stremick, CFP®
Financial Advisor
Direct:
(720) 488-2313(720) 488-2313
My Mission Statement
Exceptional wealth advice requires experience, knowledge, collaboration, & care – all of which we are dedicated to deliver to our clients & their families
Greenwood Wealth Management
The Greenwood Wealth Management Group works with a clientele of entrepreneurs, executives & families providing holistic, customized wealth advice and investment management solutions. We believe that one of our primary responsibilities to our valued clients is to help preserve what they have worked so hard to build - positioning their wealth to help meet the needs of their dynamic lives and, in many cases, legacies. Our open architecture approach to investment management allows us to work collaboratively, leveraging the global resources within Morgan Stanley as well as externally to deliver tailored strategies for clients.
Our team was formed in 2018 when five investment professionals came together and recognized the power of synergies and concentrations to help deliver on our commitments to the families and individuals we have the pleasure to advise. With over a century of experience between us, the depth of knowledge and breadth of experience of the Greenwood Wealth Management Group is brought to bear for our clientele. A client service model based on accessibility helps ensure that our clients are provided an exceptional level of care as we bring true passion to every relationship we develop.
We invite you to explore our website to learn more about our team and what we provide. We would welcome an opportunity to meet you, discuss your individual situation, and explore how & where we can help deliver value to a future relationship with you and your family.
Our team was formed in 2018 when five investment professionals came together and recognized the power of synergies and concentrations to help deliver on our commitments to the families and individuals we have the pleasure to advise. With over a century of experience between us, the depth of knowledge and breadth of experience of the Greenwood Wealth Management Group is brought to bear for our clientele. A client service model based on accessibility helps ensure that our clients are provided an exceptional level of care as we bring true passion to every relationship we develop.
We invite you to explore our website to learn more about our team and what we provide. We would welcome an opportunity to meet you, discuss your individual situation, and explore how & where we can help deliver value to a future relationship with you and your family.
Securities Agent: OK, GA, NV, MA, UT, OH, CO, FL, SD, KS, AL, MO, MD, IL, NJ, DE, CA, PA, ID, NY, OR, NE, MN, MI, AR, WI, TX, NM, NC, MT, CT, AZ, DC, WA, TN, WY, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 2369456
NMLS#: 2369456
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
As a Financial Advisor at Morgan Stanley, Stephanie's mission is to provide exceptional advice by leading with financial planning, where investment goals and objectives are clearly defined and tracked. Using this approach, Stephanie incorporates the firm's resources like cash management, lending opportunities, and asset management to serve individuals and their families.
Prior to joining Morgan Stanley, Stephanie worked at UBS in Los Angeles, California.
She graduated from the University of Southern California with a BS in Business Administration with an emphasis in Finance and a BA in Psychology. Stephanie holds FINRA Series 7 and 66 licenses. She is a CERTIFIED FINANCIAL PLANNER® professional. A Colorado native, she currently lives in Centennial.
Location
5251 Dtc Parkway
Suite 1500
Greenwood Village, CO 80111
US
Direct:
(720) 488-2313(720) 488-2313
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Stephanie Stremick today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
