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

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

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.

To learn more about the advisors currently working at Greenstone 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.