It’s not simply about portfolio holdings and account balances. It’s about your complete life. We recognize that you have made sacrifices to get where you are. You have worked hard and given significant amounts of your personal time to build your wealth. You need a wealth management partner that recognizes and cares about your personal goals for your family, your business and your future.
At Green Wealth Management Group, our thorough planning process is key to managing significant wealth to bring the people and the pieces of your financial life together. Our goal is to help our clients take back the personal time they have committed over the years. To give them the confidence and assurance that their Family Investment Legacy is secure and their time can be committed to what matters most to them. Our team understands the layers of complexity that accompany success. We also recognize that life and our goals change over the years, and that timely adjustments and consistent oversight are essential for a financial plan to succeed.
We use our proprietary Life Planning Dashboard and Goal Planning & Monitoring systems to integrate all levels of complexity into a simple, easy-to-understand success rate that lets you see – at a glance – exactly where you stand. These tools allow our clients to aggregate, organize and plan for their financial future.