Our Firm

Dedicated to helping our clients accumulate, grow and protect their wealth, Greenleaf is an independent, fee only wealth management firm. We have decades of professional experience working with successful indivduals and their families as well as business owners and entrepreneurs.

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.  

Our Process

Our Structured Investing approach is based on Nobel Prize winning research, behavioral finance and 80+ years of economic data.  Structured Investing (a disciplined investment approach from Loring Ward Investment Advisors, Inc.) has proven to be one of the most prudent ways for successful investors to grow and preserve their wealth in any type of market condition.  Structured Investing combines time-tested asset class and diversification strategies with a focus on risk management to build lower-volatility portfolios that regularly outperform their benchmarks.

 

Our Promise

As your Personal CFOTM we take a principled and disciplined approach to managing your assets.  As good stewards we attempt to minimize risk through effective diversification, while striving for the long-term growth needed to achieve your objectives.  Additionally, we work to minimize the costs of investing, including using institutional asset classes and providing a disciplined approach to buying and selling. 

As an independent firm, Greenleaf has a legal and moral fiduciary responsibility to:

  • Act in your best interest with the skill, care and diligence of a prudent professional,
  • Provide qualifications and compensation in writing, and
  • Disclose any conflicts of interest.

And we have a duty to you of loyalty, care and competence, and are held to a high standard of trust. This means we take responsibility and will be held accountable for all the recommendations we make to our clients.