🔒 Long-term care insurance premiums on the rise? Here’s how to navigate the increases and protect your family’s financial security. Don’t feel trapped—explore options like accepting the increase, freezing benefits, or negotiating with your insurer. #InsuranceTips 🛡️ https://lnkd.in/gv2Yy7sm
Green Wealth Management Group
Financial Services
Southbury, CT 531 followers
For wealth to have meaning it must rise to its potential
About us
Green Wealth Management Group was founded in 2021 by Alan Green, CFP®, CPWA®, CPFA, Lori Dossantos, CRPC®, CPFA and Drew Heatley, CFP®, CRPS®, CPFA. As an independent wealth advisory firm, we are dedicated to helping successful individuals , families, and business owners plan for their best financial future. Our highest aspiration is to create a comprehensive and tailored financial strategy for our clients by using accumulated wisdom, detailed analysis, and cutting-edge technology to capitalize on their opportunity ahead. Striving for excellence in all areas, we provide objective advice, customized solutions, and the peace of mind that your financial affairs are being managed by professionals with integrity, experience, and acumen. We are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Adviser. The advantages we offer are realized through our in-depth planning process and the synergy of our team members’ differing specialties. We begin each relationship by getting to know each client as a person – and to truly understand their current needs and future ambitions. Please see www.gwmgllc.com for important related disclaimer.
- Website
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http://www.gwmgllc.com
External link for Green Wealth Management Group
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Southbury, CT
- Type
- Privately Held
- Founded
- 2021
Locations
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Primary
555 Heritage Road
2nd Floor West
Southbury, CT 06488, US
Employees at Green Wealth Management Group
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David Kania
Wealth Advisor at Green Wealth Management Group
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Mike Wolke
Managing Principal, Senior Financial Advisor
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Kelene Skrypek
Managing Director, Senior Wealth Advisor at Green Wealth Management
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James (Jim) Ysebaert
First Vice President, Senior Financial Advisor, Portfolio Manager
Updates
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If an illness or injury keeps you from bringing home a paycheck, disability income insurance can help. Learn what it is and why you may need it. https://lnkd.in/ec9B__hu
Disability Income Insurance from Assurity
https://www.youtube.com/
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Great event to start a scholarship for Lou. We all miss him.
Green Wealth Management Group members Lori DosSantos, CRPC®, CPFA, David Richardson, David Kania, Gordon Brown, and Alan Green, CFP®, CPWA®, CPFA Green played in the Southbury Middlebury Scholarship Foundation 1st annual Glow Ball Golf Tournament. Proceeds raised from this event support students residing in Southbury or Middlebury, CT with their academic endeavors. The event was held in memory of longtime board member Louis Pontillo, Jr. Since the 1980s the SMSF and Pfeffer Foundation have donated over $4.5 million in scholarships. This year they will give out $225,000 to deserving students to help defray the cost of college.
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Green Wealth Management Group members Lori DosSantos, CRPC®, CPFA, David Richardson, David Kania, Gordon Brown, and Alan Green, CFP®, CPWA®, CPFA Green played in the Southbury Middlebury Scholarship Foundation 1st annual Glow Ball Golf Tournament. Proceeds raised from this event support students residing in Southbury or Middlebury, CT with their academic endeavors. The event was held in memory of longtime board member Louis Pontillo, Jr. Since the 1980s the SMSF and Pfeffer Foundation have donated over $4.5 million in scholarships. This year they will give out $225,000 to deserving students to help defray the cost of college.
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Green Wealth Management Group reposted this
While it is much less commonplace with new employment, many soon-to-be retired employees still face a few big decisions when it comes to their corporate pensions. 1. Do I take the lump sum if it’s offered? 2. If I pass away, what happens to the value of my pension? 3. Is it ok to leave the pension responsibility with my employer? One of GWMG’s senior wealth advisors, Drew Heatley, CFP®, CRPS®, CPFA, sheds light on these questions and more in our latest video!
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Alan Green, CFP®, CPWA®, CPFA and David Kania of Green Wealth Management Group spent yesterday supporting the Jericho Partnership in their annual charity golf tournament. The Jericho Partnership is a nonprofit collaboration dedicated to serving the at-risk community of Danbury, CT, focusing on issues related to the life and health of the city’s at-risk youth, and by extension, their families. Some friends joined Alan and Dave, including Robert Gorbett. Everyone hit shots in the clutch and the team exceeded expectations, placing 3rd overall. It’s amazing what you can accomplish when everyone is working together!
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While it is much less commonplace with new employment, many soon-to-be retired employees still face a few big decisions when it comes to their corporate pensions. 1. Do I take the lump sum if it’s offered? 2. If I pass away, what happens to the value of my pension? 3. Is it ok to leave the pension responsibility with my employer? One of GWMG’s senior wealth advisors, Drew Heatley, CFP®, CRPS®, CPFA, sheds light on these questions and more in our latest video!