Wealth & Risk Management

Financial Planning

Complete a personalized plan around your unique financial goals and priorities. We will design, present, & implement multiple wealth & risk management solutions to protect what you have worked hard to build.

Retirement Planning

We help you realize & pursue your vision of the future by focusing on your specific goals and objectives. We build tailored plans to help you make informed financial decisions now so that you are financially independent now & in the future.

Estate Planning

Plan your affairs in the manner that you intended towards a more purposeful life. We assist in helping you understand how to leave a legacy to heirs by protecting it from unnecessary taxes or unforeseen risks.

Investment Management

A well-structured investment management strategy helps protect and build your financial resources. We will guide you to make informed decisions that aligns closely to your financial goals and objectives.

Welfare & Retirement Services

The Greensage Group provides employee benefit consultation to mid-market organizations as it relates to both welfare and retirement plans. Our services involve assistance with merger and acquisitions, private equity firms, family-owned businesses, as well as stand-alone entities, both on a pre and post close basis.