DeGreen Private Wealth, LLC

DeGreen Private Wealth provides investment advisory and financial planning services to individual clients — including high‑net‑worth individuals and trusts — and also offers services that address corporate or business matters. Its service mix includes asset and comprehensive portfolio management, standalone financial planning and consulting, and assistance in selecting and reviewing third‑party money managers.

Portfolios are built from individual stocks, ETFs, bonds, mutual funds, options and other public or private investments, with ongoing monitoring and periodic rebalancing and both discretionary and non‑discretionary management arrangements available. The firm reports using a broad set of analytical approaches (fundamental, quantitative, technical and sector analysis) and a range of strategies from long‑term holdings to shorter‑term trading, along with fixed‑income duration management.

What distinguishes the firm relative to many peers is its documented involvement with corporate/business planning (including corporate tax planning, corporate structure work and cost‑segregation studies) and its provision of portfolio management for institutional or non‑individual clients. The brochure also emphasizes the firm’s use of third‑party sub‑advisors with due diligence and oversight, and its potential use of more active or complex techniques (such as uncovered options and short sales) for appropriately suited clients.