Brightree Wealth Management, LLC

Hadrick Green is a financial advisor at Brightree Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Massachusetts General Hospital, University of Massachusetts Lowell, Los Alamos National Laboratory, and the Massachusetts Institute of Technology. Brightree Wealth Management provides discretionary portfolio management and financial planning to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business clients. The firm’s investment approach centers on the Rapid Retire program, which uses a flooring technique and multi-bucket strategy to align investments with clients’ cash-flow needs, supported by ongoing portfolio monitoring and analytic tools.

Harold Green is a financial advisor at Brightree Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously founded Fresh Start Financial, LLC, which provides college funding services. Harold also spends time working with fixed insurance products including annuities, life insurance, and Medicare supplements. Brightree Wealth Management offers discretionary portfolio management and financial planning to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business clients. The firm’s investment approach centers on a retail retirement framework called the Rapid Retire program, which uses a multi-bucket strategy to align investments with cash-flow needs and includes ongoing portfolio monitoring and risk assessment.