Wealth Accumulation Strategies for Individuals and Small Businesses
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.
Why We Are Different?
• As your personal CFO, we help you clarify your financial goals and then coordinate a team of experts to provide insight on how to accomplish them. From retirement planning to investment advice to proper estate planning, we help our clients protect, grow, and utilize their wealth in the most cost and tax efficient manner.
• Did you know that most financial advisors are NOT fiduciaries? As Investment Advisor Representatives, we are required by law to be held to a Fiduciary Standard. This law requires an advisor to act entirely in the best interest of our clients even if that interest is in conflict with the advisor’s financial interest.
• Did you know that 99% of money managers failed to beat the stock market through skill?* Still many stock brokers pretend to be able to predict markets while they lose your money. We implement a different approach based on logic, rather than luck, aimed at minimizing your risk and maximizing the probability of achieving your goals.
*Source: Barras, Laurent, Scaillet, Wermers, and Russ, “False Discoveries in Mutual Fund Performance: Measuring Luck in Estimated Alphas” (May 2008). Robert H. Smith School Research Paper No. RHS 06-043 Available at SSRN: http://ssrn.com/abstract=869748