GreenUp Hosts Client Event in Tampa, FL
November 1, 2023

GreenUp is more than a wealth management firm.  It’s a movement.  Our mission is to positively impact and transform people’s lives.  We are committed to bringing people together that believe in financial planning, taking control of their outcomes, care about their community and are committed to helping others succeed.

On October 17, GreenUp brought about 60 clients and friends of the firm together in Tampa, FL.  We enjoyed sharing great food, cocktails and a beautiful view.  More importantly, we built new relationships, enhanced our current relationships and introduced some new ones!  Although it was uncharacteristically chilly along the water, a lot of great stories were shared, and some new memories were made.

“It was truly an incredible evening.  To be able to bring 60 or so clients together and hear their stories was so enjoyable.  I heard great stories about fishing, boating, careers, children, grandchildren, and even finding rare coins with a metal detector.  Most rewarding was being able to facilitate new relationships amongst people allowing them to enjoy a more fulfilling life with new yet lasting friendships.  We have folks that met at the GreenUp event that are now fishing and boating together-That’s pretty powerful.  Like I said at the event, GreenUp is more than a wealth management firm-It’s a movement” said GreenUp President & CEO, Tony Schmitt. 

GreenUp ‘s mission is bigger than wealth management, its about making impact! We look forward to coming to your town real soon! Thank you for your trust and confidence allowing us to help you accomplish your financial goals and being part of the GreenUp Movement!

–Tony Schmitt, President & CEO GreenUp Wealth Management

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