Learn more about the ways we can serve you

Income Planning

We deliver a personalized strategy that includes all of your retirement sources thoughtfully integrated into recommendations on how to most efficiently generate income.

Investment Management

When it comes to investing, you can’t afford to settle for anything less than the best. We rely on proven investment strategies to manage your portfolio designed with a low-cost approach.

Retirement Planning

Green Tree Wealth provides a custom-tailored comprehensive planning approach to our clients.  This may be a new term for many people exploring retirement planning.

Tax Planning

The lack of tax planning will ultimately be the difference between taxes you paid or didn’t have to. With a comprehensive plan, the objective is to minimize taxes paid over your lifetime.

Our Industry Tries to Make Personal Finance Complicated. It’s Not.

We aim to rescue people from making bad financial decisions. Through education and coaching, we eliminate confusion, fear, and worry by bringing clarity to financial concepts and solutions.  While other approaches can create unnecessary complexity, we give our clients understanding not just about their financial situation, but about the beliefs and emotions that can sabotage their success.

Do You Know Your Risk Score?

Everyone has a risk number, but most do not know what that number is. A risk number ranges from 1 to 99 and evaluates how you weigh levels of reward and risk. The higher the number, the more accepting you are of higher risks for higher gains.

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We Help turn your concerns into confidence


Once we know what is important to you, our team can build a Green Tree Wealth Plan. What causes do you value? Who are the people you cherish? Before we discuss finances, we get to know what’s important to you and how you plan to spend your time and earnings once you retire. “Map Out Your Journey”


This is where we dive in. We will model various ways to position your savings, outline strategies for withdrawal, explore multi-generational wealth planning, factor healthcare needs and Social Security, and account for expenses-both planned and unplanned. A confident strategy we build together.


So what is a Green Tree Wealth Plan? It’s your entire financial strategy complied in one clear, easy-to-digest deliverable. Receiving your Green Tree Wealth Plan is just the start. From the moment you join our family, our dedicated client services team goes to work ensuring you’re ready for whatever comes next.



We create a globally diversified, low cost and tax efficient portfolio designed to provide income throughout retirement.


You receive a personalized strategy on how to most efficiently reduce your long-term tax liability and increase your after-tax income in retirement.


Thoughtfully integrated withdrawal plan that includes all of your retirement resources to make your money last longer.