Greene Wealth Management (GWM) was formed in 2005 by Kirk Greene and a team of five to better serve clients as an Independent Investment Advisor. Their focus is on the success of the clients they serve.
GWM believes financial planning is a lifelong journey—not an event. A team of dedicated professionals offers knowledgeable, experienced, and objective advice along with a steady hand to help guide clients toward their long-term goals.
The firm is 100% employee-owned—not beholden to any big bank, brokerage firm, money manager or other financial service organization. Their team has grown with its clientele as they now manage over $900 million of investment assets. GWM remains fiercely client-focused and dedicated to providing what we call “WOW Service”.