A complete list of active advisors currently associated with Greenstone Belt Wealth Advisors, LLC
Warmer can help you find a great advisor at Greenstone Belt Wealth Advisors, LLC or one who fits your needs even better.
Greenstone Belt Wealth Advisors serves individuals and families, including high‑net‑worth clients, offering fee‑based financial, estate, tax, and retirement planning alongside discretionary portfolio management. The firm also provides ERISA retirement plan consulting and fiduciary services for plan sponsors and participants, and implements portfolios using mutual funds, ETFs, individual securities, and third‑party managers. The firm’s investment approach is grounded in modern portfolio theory, emphasizing diversification across asset classes, minimizing fees and transaction costs, and seeking after‑tax efficiency through tailored target allocations and periodic rebalancing. GBWA routinely uses institutional share classes, may employ options and other strategies for portfolio management, and engages third‑party managers and model portfolios available through LPL Financial’s MAS and SWM platforms. What distinguishes GBWA from many peers is its combination of roles and affiliations: it sponsors its own wrap fee program, its advisers participate in LPL‑sponsored advisory platforms (MAS and SWM), and certain firm advisers are registered representatives of LPL Financial and licensed insurance agents. These platform relationships (including transition assistance and other benefits disclosed by LPL) and the firm’s use of outside managers are material operational features that can create potential conflicts of interest and may influence custodial or product recommendations; the firm also manages roughly $260 million of client assets with a three‑adviser team.
To learn more about the advisors currently working at Greenstone Belt Wealth Advisors, 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 |
|---|---|---|
Chicago, IL
| —
| |
Chicago, IL
| 20
| |
Chicago, IL
| 18
| |
Chicago, IL
| 8
| |
Chicago, IL
| —
|
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