11 episodes

Rick believes in contributing his time to the community and has been an active volunteer in charitable, professional, scholastic, and athletic activities, and he currently serves on the investment Commitment of the North Carolina Bar Association. He greatly enjoys time with friends on the golf course, and his treasures his wife, Hargrave, and his three sons and their families.

Glenwood Financial Partners LLC WPTF

    • Management

Rick believes in contributing his time to the community and has been an active volunteer in charitable, professional, scholastic, and athletic activities, and he currently serves on the investment Commitment of the North Carolina Bar Association. He greatly enjoys time with friends on the golf course, and his treasures his wife, Hargrave, and his three sons and their families.

    Core Values

    Core Values

    Michael Hakerem, a Managing Partner of Glenwood Financial Partners, reviews five Core Values that we have embraced in our practice.

    • 2 min
    Ark Invest

    Ark Invest

    Michael Hakerem, a Managing Partner of Glenwood Financial Partners, provides in-depth insights into the Ark Invest history and culture and also our unique relationship with the Ark Invest team.

    • 5 min
    Bitcoin

    Bitcoin

    Michael Hakerem, a Managing Partner of Glenwood Financial Partners, provides very timely, in-depth commentary on Bitcoin and disruptive technology.

    • 5 min
    A Client Story

    A Client Story

    Rick McElroy, a Managing Partner of Glenwood Financial Partners, shares the story of an actual, anonymous client, including her transition from a “brokerage-- commission-based” relationship to an advisory, fee-based, client-focused relationship.

    • 5 min
    Initial Contact: What Happens then?

    Initial Contact: What Happens then?

    Rick McElroy & Michael Hakerem, Managing Partners of Glenwood Financial Partners, describe what it’s like and how one is treated upon making an introductory contact, and how their process works.

    • 8 min
    Vast Institutional Resources

    Vast Institutional Resources

    Rick McElroy & Michael Hakerem, Managing Partners of Glenwood Financial Partners, disclose and discuss the great combination of INDEPENDENCE and VAST INSITUTIONAL RESOURCES that they enjoy in serving clients to the fullest.

    • 5 min

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