Speak with a Wealth Advisor 734-656-8121

Your financial life is complex – you deserve a personalized approach.

The GreenUp personalized approach offers you customized investment management, financial planning tailored to your unique goals, income strategies to meet your long-term objectives, tax planning, legacy and estate planning, risk management reviews and digital tools to track your progress.

We will create a financial guide for your life so that your wealth works for you.

Your Journey To A Fulfilling Financial Future

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Your Journey To A Fulfilling Financial Future

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Start your journey with a free Portfolio Risk Analysis

Determining your Risk Number is important for making sure we help you invest according to your financial objectives and risk capacity.

This 5 minute quiz covers everything from portfolio size, your financial goals, to what you’re willing to risk for potential gains. Your unique Risk Number guides our decision making process when it comes to your investments.

Are you ready to get real financial guidance?

Working with GreenUp means getting conflict free advice from advisors who care.  We’ll help guide you through your financial life so that your wealth works for you.

Interested in talking? You may be surprised at what is possible.  Reach out to learn more.