Our Clients

For those seeking breathing room for their wealth.

Does this sound like you: You have questions and concerns about your financial decision-making. You have a disquieting sense that there’s room for improvement – and that you could use some help with that.

But you don’t just want to be told what to do. You want to understand how to reconnect your money with your life – to embrace and own your investment activities – without it eating away too much of your valuable free time.

You’ve come to the right place. At Green Wealth Management we’re not here to run your life for you. Assisting individuals, families, corporations, qualified retirement plans, partnerships and not-for-profits – anyone seeking breathing room for their wealth – we’re here to listen, engage, guide and inform you.

We’re your advocate, not your boss, helping you find effectiveness through simplicity within your money management. We’ve structured our client experience accordingly, with clear process, seasoned expertise and caring attention every step of the way.

Learn more about our philosophy on client care …