Wealth is not just a number, it’s an aspiration. Its value is best measured by the fulfillment it brings: to you, to your family, to your deepest personal goals.
Wealth managers are best measured by something finer as well: not only by the metrics of money, but by the clarity and coordination we bring to your greater financial interests.
At Green Wealth Management, we have crafted every detail of our business around these big ideas:
- Independent advice from a solid team
- Compassionate client care
- Authentic, enlightened wealth management
Offering simple, authentic advice backed by thoughtful, detailed oversight, Green Wealth Management helps you get to the heart of your wealth.
Phillip F. Green, CPA/PFS
September 23, 1955 – November 14, 2016