Services

GENERAL OVERVIEW

Services we provide

At GreenBridge Wealth Management, we follow a four-step prudent advisory process. This process has been developed by our team to serve many different asset classes and client portfolio allocations. Our overall goal is to help match our client’s rate of return needs with proper investment choices, helping our clients reach their personal financial goals. Those steps include:

Understand your financial goals and current financial situation.
Design a portfolio specifically tailored for your needs and diversification.
Implement and execute the designed portfolio plan.
Manage your desired portfolio by evaluating markets and investments and conducting regular reviews for client satisfaction.

FINANCIAL PLANNING AT GREENBRIDGE INCLUDES CONSIDERATION OF THE MOST IMPORTANT TOPICS RELATED TO YOUR CURRENT AND FUTURE FINANCIAL SITUATION:

Portfolio Management

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

Business Planning

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

Insurance Planning

GreenBridge conducts an initial review, as well as annual insurance reviews for all clients. It’s easy to be under-insured or over-insured. In the end, insurance is an important aspect of every financial plan. We aren’t backed by an insurance institution that restricts our product access.Instead, we solicit bids from the top insurance providers & choose the coverage that helps you the most while costing you the least.

Retirement Planning

Providing reliable & 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.

Tax Planning

We work with CPA’s who will help to maximize your personal or business return. Working with a professional ensures your tax situation is optimal, compliant, & in-line with your overall financial plan.

Estate Planning

Your legacy goes far beyond your finances. We’ll help to ensure that your legacy is in the best hands by working with an estate law professional. An estate attorney will help prepare wills & trusts, identify beneficiaries, establish a POA, establish healthcare directives, reduce estate tax burdens, & avoid the probate process. What good is growing your wealth if you cant protect it?

Asset allocations and diversification cannot guarantee profit or insure against a loss. There is no guarantee that any investment strategy will be successful; all investing involves risk, including the possible loss of principal. This information does not constitute advice in the area of legal, or tax advice. It is your responsibility to seek guidance and advice of your own legal and tax counsel.