The Entrepreneur's Wealth Advisor

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

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Meet Our Team

An investment advisory team consisting of senior investment professionals works with each and every client. This team-based, boutique approach helps ensure that our clients receive a high degree of personal service.

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Who We Are

At Green Square Wealth Management, we believe 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 in client assets under management.

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