Our Team

Green Private Wealth is a discretionary wealth management team focused on helping investors achieve their goals using discretionary portfolio management, financial planning and tax integration. We have evolved to meet the needs of our clients and stay at the forefront of the rapidly changing wealth management landscape. Using innovative strategies in private debt, private real estate and private equity, we offer true pension style portfolio management. We believe this approach offers a more stable way to gain wealth and helps our clients avoid the volatility associated with traditional stock and bond only portfolios. We believe that, through sound planning, there is always a better way to manage risk and help your investments grow.