Our
Solutions

Wealth management is more than building a strong, trusted relationship between client and advisor.

We are committed to creating value for our clients. We do this by tackling difficult questions, unwinding complex circumstances, anticipating sensitive issues, and avoiding potential inefficiencies. Service is the heartbeat of our team, and the solutions we deliver raise the experience of working with Green Wealth Management Group as we help each client pursue their goals.

The range of services and solutions we help clients with is far-reaching because every client has a unique set of circumstances, and we tailor their solutions just as we customize their financial plans. Our goal is for you to call us for every situation — by getting to truly know you, we are able to envision a clear path towards your goals.

Because we are independent we can access best-in-class solutions, from a wide variety of resource partners.

While not exhaustive, our team regularly implements the following financial planning strategies and accompanying solutions:

individuals/families business owners

Individual and Family
Financial Planning

Trust and
Estate Strategy

Retirement
Planning

Portfolio
Management

Alternative
Investments

Education
Planning

Tax Minimization
Strategy

Charitable
Giving

Insurance
Planning

Corporate Retirement
Plan Design

Retirement Plan
Education Services

Non-qualified Deferred
Compensation Plans

Business/Personal Financial
Planning Integration

Business
Succession Planning

Liability
Planning

Tax
Efficiency

Risk
Management

Incentive
Compensation Guidance