About Green Tree Wealth
Green Tree Wealth is an independent financial planning firm in Bend, Oregon. We offer complete strategies for financial planning. Including Income, Taxes, Medicare, Social Security, Legacy Planning, and giving our clients the Confidence, Clarity, and Control they deserve.
The Green Tree Mission
Provide Security, Value & Peace-of-Mind.
Green Tree Wealth is an independent financial planning firm in Bend, Oregon. We offer complete strategies for financial planning. Including Income, Taxes, Medicare, Social Security, Legacy Planning, and giving our clients the Confidence, Clarity, and Control they deserve.
Our goal is to help individuals build a plan to live a fulfilling life leading up to and throughout retirement. Every individual we work with has unique financial priorities and goals for their retirement. We take the time to learn what each client values, whom they cherish, and what is most important to them. Starting with an important question. “How do you want to spend the rest of your life?” By building a plan with the answer to those questions always in mind. We will build you a plan that provides predictable lifetime income, reduces your future Tax burden, and limits your exposure to market volatility. Giving you clarity, confidence, and capability to retire without fear and fully enjoy life — the way it should be.
Jacob Green
Founder & President
Helping Families for the last 17 years, Jacob has helped hundreds of clients achieve a more abundant, fulfilling life through sound principles, innovative strategies, and impassioned dedication to what he calls the three branches of Green Tree Wealth: Lifestyle, Protection, and Preparation. He brings a passion for solving problems and a keen understanding of the demanding expectations of each one of his clients. He provides his clients with the confidence to focus on what is most important to them, alleviating the financial “what ifs” of retirement.
In all his spare time Jacob enjoys gourmet cooking, mountain bike riding, snowboarding, archery, and spending quality time with family and friends.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.
Growing up on the coast of Oregon, Jacob has chosen to live where he preferred to vacation in Bend, Oregon with his wonderful wife Dinah and three children Gabriel, Adley, and Gideon.
Kyle O’Dell
Founder & President of Edge Rock Wealth
As president of EdgeRock Wealth Management, he brings an unrelenting passion for solving problems and a keen understanding for the demanding expectations of his clients.
Englewood, CO | 720.667.4480
www.edgerockwealth.com
www.edgerockwealth.com
Rob Foss
Portfolio Manager/CCO
Rob, our diligent and determined portfolio manager. He goes to great lengths every day to position EdgeRock investments for success because quality active money management requires more attention than just light quarterly rebalancing.
Englewood, CO | 720.667.4480
www.edgerockwealth.com
www.edgerockwealth.com
Rebecca Harbert
Client Relationship Director
When joining the team, it’s essential we make the transition both a seamless and assuring experience. Rebecca coordinates with clients and our custodian to ensure the process is timely, organized, and well-communicated.
Englewood, CO | 720.667.4483
www.edgerockwealth.com
www.edgerockwealth.com
Kelley O’Dell
Client Relationship Director
Kelley works every day to ensure the ongoing needs of our clients are met, from arranging disbursement requests to updating account information.
Englewood, CO | 720.667.4483
www.edgerockwealth.com
www.edgerockwealth.com
Green Tree Wealth Services
Offering a Disciplined Approach to Investing
At Green Tree Wealth, we believe that capital preservation is the cornerstone to wealth management.
Our wealth preservation strategies are designed to help you reach your financial goals. Although investment vehicles may change from time to time, we utilize a variety of fixed accounts, as well as high quality private wealth managers of both bond funds and equity portfolios that are designed to limit downside risk and reduce volatility while still attempting to yield return.
We believe that having a detailed, well thought out retirement plan is critical in achieving a successful, worry-free retirement. Our thorough, comprehensive planning process allows us to address all of your retirement concerns, including protection from market volatility, income planning, retirement goals, legacy planning, tax planning, and most importantly, peace of mind.
We take pride in understanding your individual needs and goals, and form lasting relationships with our clients so that we can continue to provide a high level of service as their needs change. We reduce risk and provide stability to protect you from the “unknowns” in life. This predictability allows us to implement sustainable retirement income plans to protect your lifestyle from the unexpected.
