Here to Help You Bridge the Gap Between Your Financial Dream & Financial Reality

GreenBridge Wealth Management offers individualized financial plans that best fit our client’s retirement
and investment objectives. Times, circumstances, priorities, and goals are all things that change as your life progresses.
One thing that doesn’t – our job.

About Us

Do you have a GREAT plan?

At GreenBridge, we offer personalized financial planning services to clients, including budgeting, investment strategies, retirement planning, risk management, estate planning services and tax planning. We perform thorough analysis of clients’ financial situations, goals, and risk tolerance to develop tailored investment portfolios and financial recommendations. From young professionals to retirees, we want to work alongside you to make sure you have a GREAT plan, not just a good one.

General Overview

Services we provide

We aim to provide advice in every category pertinent to a comprehensive financial plan. We’ve found that by taking a top-down look at the various aspects of your financial plan, we can create the most accurate picture of your unique needs and goals. This picture enables us to build, protect, and preserve your wealth in the most prudent way possible.
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Portfolio Management

Our investment process is a curated research and analysis operation. Armed with best in class, reliable, and actionable information, we scour the market for new ideas and companies on a constant basis. READ MORE

Business Planning

We take pride in working alongside successful businesses and business owners to solidify their 401(k) situation, optimize succession strategies, and ensure proactive tax and insurance planning. READ MORE

Retirement Planning

Providing reliable and sustainable income is crucial to a care-free retirement. We strive to provide our clients with this piece of mind so they can make the most out of those retirement years. READ MORE

Tax, Insurance, Estate Planning, & More

We work with a multitude of seasoned CPA’s and attorneys to ensure your tax and estate planning strategies best coincide with your broader financial objectives. READ MORE

Our Team

Our Team

T.C Sayles

CLIENT SERVICE ASSOCIATE

Originally from sunny Southern California, T.C. has strong Clearwater roots. She graduated from Clearwater High School but returned to the west coast to attend the University of Southern California. Studying International Relations, T.C. knew her purpose was to help others on a grand scale. After university, T.C. worked in financial services where she chose roles alongside Presidents of these companies. As mentors they showed her how to run and grow a successful financial business. She gained hands-on experience talking to investors daily and managing and training staff to increase productivity.
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news and updates

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If the white whole be raised it must be in a month

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

If the white whole be raised it must be in a month

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

If the white whole be raised it must be in a month

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.