We help our clients take a holistic view of wealth - essential to making wise financial choices. Your journey towards financial independence begins here. Greene Wealth Management was formed in 2005 by Kirk Greene and a team of five to better serve clients as an Independent Investment Advisor. Our focus is on the success of the clients we serve.
We know that financial planning is a lifelong journey-not an event. Our team of dedicated professionals offer knowledgeable, experienced, and objective advice along with a steady hand to help guide clients toward their long-term goals. Our firm is 100% employee-owned, so we are not beholden to any big bank, brokerage firm, money manager or other financial service organization.
We know that financial planning is a lifelong journey-not an event. Our team of dedicated professionals offer knowledgeable, experienced, and objective advice along with a steady hand to help guide clients toward their long-term goals. Our firm is 100% employee-owned, so we are not beholden to any big bank, brokerage firm, money manager or other financial service organization.
Services
Charles Schwab & Co., Inc. ("Schwab") is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear on this Web site. Greene Wealth Management LLC is independently owned and operated. Schwab neither endorses nor recommends any particular advisor or investment strategy.
Greene Wealth Management LLC ("GWM") is an SEC registered investment adviser located in the State of Washington. GWM and its representatives are in compliance with the current notice filing requirements imposed upon SEC registered investment advisers by those states in which GWM maintains clients. GWM may only transact business in those states in which it has notice filed or qualifies for an exemption or exclusion from notice filing requirements.
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