The Entrepreneur's Wealth Advisor

We are an independent boutique wealth management firm focused on providing cash flow-oriented investment strategies for families, endowments, foundations, family offices and financial institutions.

Our Services

Our core values inform every part of our business from investment strategy to providing the best possible service to each of our valued clients.

briefcase Institutional Asset Management

We provide investment solutions for 401Ks, foundations, endowments, public entities, and corporations.

people Family Office

Green Square understands the complex needs of a family office and acts as an outsourced chief financial officer for family office clients.

hand Wealth Advisory

Clients receive our asset management and investment process, comprehensive reporting, year-end tax reporting, and secure portal access.

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Meet Our Team

An investment advisory team consisting of senior investment professionals works with every client of our firm. This team-based, boutique approach ensures that our clients receive the highest degree of personal service.

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Who We Are

At Green Square Capital Wealth Management, our core values, brand promise and investment advisors are the biggest drivers of our success. Founded by former Goldman Sachs senior professionals in 2001, we now serve the needs of approximately 100 families throughout the U.S., with more than $2 billion under management.

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