Holistic Wealth Management
Learn more about how we help our clients by hovering over the service areas below.
Investment Management
Data driven research. GreenUp will create, monitor, and manage investments to support your financial plan & customize investment strategies to your unique needs.Our Investment Committee is led by Daniel Greulich, CFA CFP®.
Financial Planning
Your advisor will help you identify what is most important and create a plan to make sure all aspects of your financial life supports your objectives.
Tax Planning
Pay only what you legally owe. Your GreenUp advisor will review strategies to make your income and investments tax efficient as possible, leaving more for you and your family.
Fee Only Fiduciary
Your interests always come first. GreenUp will prioritize what is best for you over our own interests. As fiduciaries GreenUp advisors are legally obligated to avoid or disclose any conflicts of interest, and every recommendation we make must benefit you. Period.
Risk Management
Your GreenUp advisor will review your property, casualty, health, and life insurance coverage to help you mitigate the risk of catastrophic events that might derail your finances and long-term plans.
Legacy & Estate Planning
Create and protect your legacy. Your GreenUp advisor will help you protect your legacy for future generations by ensuring your documents and accounts are in place to leave the legacy you desire.
360° Financial View
Your entire financial picture has many moving parts, and an effective plan works like a well-oiled machine. We'll help you make sense of each aspect of your financial situation, and plan each piece according to your goals.
Clarity
Total transparency and clarity. You will have access to all your financial information, accessible 24/7 from your computer, smart phone, or tablet.
