Dedicated to helping our clients accumulate, grow and protect their wealth, Greenleaf is an independent, fee based wealth management firm. We have decades of professional experience working with successful individuals and their families.
At Greenleaf, we act as your Personal CFO, developing and implementing comprehensive wealth planning strategies to address the full range of your financial needs. Because your life and your goals aren’t static, we regularly monitor your plan, making adjustments as needed, to assist you in charting a successful long-term course.
Securities and Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.
GayLesbianDirectory Discount Offered: Complimentary Second Opinion Services offered.
