Greenstone Wealth Management
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About
Greenstone Wealth Management serves individual and high‑net‑worth clients with ongoing portfolio management, project‑based and subscription financial planning, and tax preparation assistance. The firm also facilitates access to third‑party money managers, Betterment’s custom/wrap platform, and certain variable annuity solutions.
Investment approach centers on passive portfolio construction guided by modern portfolio theory and low‑cost index funds, while the firm also conducts fundamental, technical, cyclical, and charting analysis when performing investment reviews. Greenstone supplements its in‑house advice with outsourced, technology‑driven model portfolios (including an AI‑based equity model provider) and monitors those managers for continued alignment with client objectives.
Distinctive features include an integrated tax preparation offering (complimentary for clients meeting a $100,000 AUM threshold and capped in value) and the firm’s use of automated model platforms alongside traditional planning work. The advisory team is small and locally based and includes staff who maintain outside employment (e.g., EMT, security, hospitality roles); the firm notes it has no formal account minimum while retaining tiered service benefits.
Client services
Expertise
Occupation focus
Fee options
Project based financial planning fixed fee ranging from $600 to $1,000
$0 - $1,000,000: 1.30% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.55%
Ongoing financial planning $100 upfront plus $50 per month
Fee-only: Project based financial planning fixed fee ranging from $600 to $1,000; Ongoing financial planning $100 upfront plus $50/month
Main office
101 N Clark St
Forest City IA 50436
Advisors at this office
4
Most active in
Iowa
Also doing business as
Greenstone Wealth Management · Greenstone Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Elijah W
Series 65
Forest City, IA
Greenstone Wealth Management
Elijah Wagner is a Series 65 licensed advisor at Greenstone Wealth Management with one year of industry experience. Prior to his advisory role, he worked in various positions including at Olive Garden and All State AG Parts. The firm serves individual and high-net-worth clients with portfolio management, financial planning, and tax preparation, emphasizing passive portfolio construction using low-cost index funds alongside technology-driven model portfolios and integrated tax services.
Julianna B
Series 65
Forest City, IA
Greenstone Wealth Management
Julianna Burkholder is a financial advisor at Greenstone Wealth Management with a Series 65 credential. She has one year of industry experience and previously worked with the Forest City Chamber of Commerce and Bear Creek Golf Course. Greenstone Wealth Management serves individual clients, including high-net-worth households, offering investment management, financial planning, and tax-preparation services. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, supplemented by automated and third-party portfolio solutions.
Taylor W
CFP®, Series 66
Forest City, IA
Greenstone Wealth Management
Taylor Wilson is a CFP® and holds a Series 66 license with eight years of experience in financial advising. He has worked at Greenstone Wealth Management since 2019 and previously held positions at Edward Jones and Wells Fargo. Greenstone Wealth Management serves individual clients, including high-net-worth households, offering investment management, financial planning, and tax-preparation services. The firm combines low-cost, passive portfolio strategies with automated and AI-driven models, providing discretionary and non-discretionary management along with access to third-party money managers.
Levi R
Series 65
Forest City, IA
Greenstone Wealth Management
Levi Rogeness is a financial advisor at Greenstone Wealth Management in Forest City, IA, holding a Series 65 designation with three years of industry experience. His work history includes multiple roles at Winnebago Industries and Kingland Systems. Greenstone Wealth Management serves individual and high-net-worth clients, offering investment management, financial planning, and tax-preparation services. The firm combines Modern Portfolio Theory–based passive allocations with AI-driven and third-party manager solutions to construct client portfolios.
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