Greene Wealth Management LLC

Greene Wealth Management provides discretionary investment management, comprehensive wealth management and financial planning to individuals (with an emphasis on high‑net‑worth clients), trusts, estates and businesses, managing roughly $9.1 million across about 33 client relationships. The firm implements retirement‑account advice as a fiduciary and offers ongoing portfolio supervision, reporting and periodic financial planning engagements.

The firm’s approach is primarily long‑term and goals‑based, constructing diversified portfolios that lean on low‑cost mutual funds and ETFs while selectively using individual stocks and bonds; investment decisions draw on fundamental, technical and cyclical analysis and are implemented on a discretionary basis with at least annual formal reviews. GWM generally directs clients to an institutional custody platform (Schwab) and notes access to platform technology and support that it views as helpful to portfolio administration.

Notable differences from many peers include an insurance agency affiliation: an advisory professional associated with the firm is a licensed insurance producer who spends about 10% of monthly time on insurance business and may receive separate commissions for insurance product sales, a practice the brochure discloses as a potential conflict of interest. The firm also targets larger relationships (generally a $50,000 minimum) and does not emphasize serving non‑high‑net‑worth retail individuals, which is less common among independent advisory firms.