You deserve a financial plan built on more than guesswork. At Green Group Private Wealth Management, our process is structured, thorough, and focused entirely on your goals.
Whether you’re preparing for retirement or planning for the next generation, we connect every piece. Tax, investments, insurance, estate planning—it all comes together. Clients often tell us they thought they had a plan. Then they saw what planning looks like with us.
What To Expect From Your First Meeting
Booking a meeting means stepping into a process that works. Our team is organized, focused, and detail-driven. Everyone has a defined role. That means nothing gets missed.
Your first meeting is a conversation—a chance to talk about your goals and what’s on your mind. You’ll leave with a clearer view of what’s possible.
We typically work with clients who have $1M+ in investable assets. We also welcome those with strong growth potential. Use the calendar below to book your meeting. We look forward to connecting.