A complete list of active advisors currently associated with Greene Wealth Management, LLC

Warmer can help you find a great advisor at Greene Wealth Management, LLC or one who fits your needs even better.

Greene Wealth Management provides financial planning, consulting, and investment management to individuals, trusts, businesses, qualified retirement plans, and charitable organizations. The firm generally works with portfolios at or above a $1,000,000 threshold and manages assets on both discretionary and non‑discretionary bases. The firm follows a disciplined, research‑based investment process that emphasizes diversified, global asset allocation, the use of Independent Managers alongside mutual funds, ETFs and individual securities, and stress‑testing of plans with Monte Carlo simulations. GWM documents investment policy statements, employs periodic rebalancing and tax‑sensitive approaches for taxable accounts, and reviews client plans at least quarterly while providing written updates and occasional conference calls with economists and market strategists. Compared with many team firms, GWM’s scale is notable: the brochure reports approximately $1.41 billion in assets under management, producing an atypically high level of assets per advisor for a team‑model firm. The firm also discloses paying solicitors/referral fees in some cases and maintains an operational relationship with a major custodian that provides trading, technology and support services — arrangements the brochure identifies and which can affect how the firm sources clients and conducts its operations.

To learn more about the advisors currently working at Greene Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.