Our Firm

Green Wealth Management is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information.

  • Managed asset plans - for professional fee-based portfolio management through LPL Financial
  • Retirement planning - to design an investment strategy to help you pursue all of your retirement goals
  • Mutual funds
  • Variable and fixed annuities
  • Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.