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Wayne K
CFP®, Series 63, Series 65
Wexford, PA
Green Trail Investments, LLC
Wayne Kurtz is a CFP® professional with 14 years of industry experience, serving as the principal of Green Trail Investments, LLC since 2016. He is also the owner of RaceTwitch.com, LLC, which provides goals and leadership training. Prior to founding Green Trail Investments, he has operated Tax-Prepare.com, Inc., a tax and business consulting firm, since 2000. Green Trail Investments is a fee-only advisory firm focused on individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm applies modern portfolio theory combined with top-down sector analysis and provides guidance on employer retirement accounts.
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