A complete list of active advisors currently associated with Greenline Wealth Management

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

Greenline Wealth Management provides investment advice and planning to individuals (including high net worth clients), trusts, estates, charitable organizations, corporations and retirement plans. Services described in the brochure include discretionary and non‑discretionary portfolio management, financial planning and consulting, and ERISA retirement plan services acting as either a 3(21) adviser or a 3(38) investment manager. The firm tailors portfolios to clients’ goals, time horizons and risk tolerances and uses a mix of fundamental, technical and charting analysis alongside long‑ and short‑term strategies; it also offers advice on “held‑away” accounts. Greenline implements managed solutions both directly and through the Envestnet Fund Strategist network, using third‑party managers and a wrap program to access model portfolios and outsourced management. Notable operational features include a materially larger retirement‑plan consulting footprint than its retail discretionary book — the brochure discloses roughly $116 million in discretionary assets alongside $254,502,115 in pension consulting assets — and routine use of Envestnet’s bundled strategist platform. The firm’s advisors are also licensed insurance agents through an affiliated insurance entity (approximately 15% of their time), a disclosed conflict of interest because commissions may be received, and the firm does not vote client proxies (clients receive proxy materials directly).

To learn more about the advisors currently working at Greenline Wealth Management, 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.