Upcoming Events

Monthly Market Update Meetings

We will continue to hold a meeting each month, usually on a Tuesday or Wednesday in the second half of the month, from 10:30 a.m. to Noon.

We believe these meetings have helped our clients better understand how we manage our clients' accounts, as well as aiding us in a better understanding of our clients' perspectives. These meetings also offer a great opportunity for guests who may be considering a new advisory relationship, as well as to learn more about the services we offer at Green Wealth Management.

Please RSVP by calling our office at (916) 983-8200 or email David at David.Else@lpl.com or Noelle, Operations Support, at Noelle.Trudeau@lpl.com.