Hadrick Green is a financial advisor at Brightree Wealth Management, LLC in Las Vegas, NV, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Massachusetts General Hospital and the University of Massachusetts Lowell. Brightree Wealth Management serves individual, high-net-worth, pension, and institutional clients by providing discretionary investment management, retirement planning, pension consulting, and written financial planning. The firm employs portfolio-analysis tools and a cash flow alignment approach to manage investments across various asset classes including equities, bonds, mutual funds, ETFs, and options-based strategies.

Harold Green is a financial advisor at Brightree Wealth Management, LLC with 9 years of industry experience. He holds Series 63 and Series 65 designations and previously founded Fresh Start Financial, LLC, which provides college funding services. Harold has worked at Brightree Wealth Management since 2019 and has prior experience at Guardian Pointe Private Wealth Management and Fresh Start Financial. Brightree Wealth Management serves individual and high-net-worth clients as well as pension and institutional clients, offering discretionary investment management, retirement planning, pension consulting, and written financial planning. The firm employs portfolio-analysis tools and a cash flow alignment approach, with investment programs that include equities, bonds, mutual funds, ETFs, REITs, and options-based strategies.