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Holistic Wealth Management

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GreenUp Wealth Management helps investors realize their dreams & build personal wealth. Our planners walk you through customized and goal-based retirement plans, investment strategies, insurance needs, and tax strategies.

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Contact GreenUp Wealth

Main Office: 734-656-8121

Fax: 734-219-4374

Ann Arbor Office:
2723 S State St
Suite 117
Ann Arbor, MI 48104

Overland Park Office:
7300 W 110th Street
Suite 700
Overland Park, KS 66210

Calabasas Office:
24013 Ventura Boulevard
Suite 202
Calabasas, CA 91302

WARRANTIES & DISCLAIMERS

There are no warranties implied. GreenUp Wealth Management is an SEC-registered investment adviser located in Ann Arbor, MI, Calabasas, CA, Overland Park, KS & Bradenton, FL. Registration as an investment adviser does not imply a certain level of skill or training. GreenUp Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. GreenUp Wealth Management’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of GreenUp Wealth Management’s website on the Internet should not be construed by any consumer and/or prospective client as GreenUp Wealth Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by GreenUp Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of GreenUp Wealth Management, please contact the state securities regulators for those states in which GreenUp Wealth Management maintains a registration filing. A copy of GreenUp Wealth Management’s current written disclosure statement discussing GreenUp Wealth Management’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from GreenUp Wealth Management upon written request. GreenUp Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to GreenUp Wealth Management’s website or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

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