Green Wealth Management Group

  • Financial Services
  • Shelton CT
  • 19 employees
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Company Overview

Headquarters
4 Research Drive, One Reservoir Corporate Cen, Shelton CT
Website
gwmgllc.com
Employees
19
Founded in
2021
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Green Wealth Management Group

Green Wealth Management Group is an independent wealth advisory firm located in Shelton, Connecticut. Founded in 2021, the firm employs 19 individuals and generates approximately $2.5 million in annual revenue. Green Wealth Management Group serves successful individuals, families, and business owners. Their primary offerings include comprehensive financial planning, tailored investment strategies, and objective advice. The firm leverages accumulated wisdom, detailed analysis, and cutting-edge technology to help clients capitalize on their financial opportunities. The firm distinguishes itself through its in-depth planning process, which focuses on understanding each client's unique needs and ambitions. Their team's diverse specialties, coupled with their commitment to integrity, experience, and acumen, aims to provide clients with peace of mind knowing their financial affairs are in capable hands. Clients can visit www.gwmgllc.com for more information, including important disclaimers.

Company Leadership

Alan Green

Founding Partner

Phone Email
Lori DosSantos

Founding Partner

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Green Wealth Management Group Industry Tags

Financial Services
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FAQ

What is the location of Green Wealth Management Group's headquarters?
The headquarters of Green Wealth Management Group are situated at 4 Research Drive, One Reservoir Corporate Cen, Shelton CT
What is Green Wealth Management Group's official website?
The official website of Green Wealth Management Group can be found at gwmgllc.com.
What is Green Wealth Management Group's current revenue?
As of September 2021, Green Wealth Management Group's annual revenue reached $3B.
How many employees does Green Wealth Management Group currently have?
Green Wealth Management Group employs approximately 19+ people as of September 2021
Which industries is Green Wealth Management Group primarily operating in?
Green Wealth Management Group operates in the following industries: Credit, Finance
Who is the Founding Partner of Green Wealth Management Group?
Green Wealth Management Group's Founding Partner is Alan Green
What are Green Wealth Management Group's industry tags?
Green Wealth Management Group's industry tags include: Financial Services
When was Green Wealth Management Group founded?
Green Wealth Management Group was founded in 2021.

Employee Directory

Key Employees

Drew Heatley

Founding Partner

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Conor Hentges

Financial Advisor

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Stacy Kupsky

Vice President

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