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.