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Jacob G
Series 65
Bend, OR
Green Tree Wealth, Inc
Jacob Green is the principal of Green Tree Wealth, Inc. in Bend, OR, and holds a Series 65 credential with four years of industry experience. He founded Green Tree Wealth, Inc. and has also operated as a sole proprietor offering planning and insurance services, including annuities, life and health insurance, and Medicare insurance. Green Tree Wealth, Inc. provides portfolio management for pooled and institutional clients, as well as financial planning and consulting to individuals and businesses. The firm uses a tactical asset allocation approach with customized portfolios, employs selected sub-advisers, and offers services such as ongoing planning and standalone consulting engagements.
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