
Green Private Wealth is a team with discretionary portfolio managers, financial planners and a tax specialist focused on helping investors achieve their goals through building wealth and managing their risks. We have evolved to meet the needs of our clients and stay at the forefront of the rapidly changing wealth management landscape. Portfolio Managers and CERTIFIED FINANCIAL PLANNERS® professionals, Paul Green and Dave Harris are supported by their team bringing you a wealth management practice designed for the realities of investing, today and into the future. We believe you shouldn’t have to experience the severe downside of the market through a buy and hold approach. We believe that, through sound planning, there is always a better way to manage risk and help your investments grow. Read More...
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