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

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

Greenhouse serves individual and high-net-worth clients, as well as trusts and estates, offering wealth management that combines discretionary and non‑discretionary investment management with financial planning. The firm provides customized portfolio construction using low‑cost mutual funds and ETFs, sometimes supplemented by individual stocks or bonds, and offers guidance on retirement account rollovers and plan distributions. The firm’s investment approach is primarily long‑term and fiduciary‑oriented, using fundamental, technical, and cyclical analysis to set strategic asset allocations and to monitor portfolios for rebalancing or tactical adjustments. Portfolios are tailored to each client’s goals, time horizon, and risk tolerance, and accounts are reviewed on a regular basis with clients able to impose reasonable investment restrictions. Compared to peers, Greenhouse manages an unusually large level of assets relative to its advisor count and participates in an institutional custodial platform that provides technology and operational support more common at larger firms. The firm also provides standalone financial planning engagements, discloses a written Code of Ethics to address personal trading, does not participate in soft‑dollar programs, and generally leaves proxy‑voting decisions to clients.

To learn more about the advisors currently working at Greenhouse 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.

Name	Location	Years of experience
Ryan Callas	Westport, CT	17

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