This month, Green Wealth Management celebrates 3 years as an independent wealth advisory group. So much appreciation goes out to our loyal clients, colleagues, and team members. We thank each of our clients for the opportunity to work with you & look forward to what the next year has in store!
Green Wealth Management Group
Financial Services
Southbury, CT 525 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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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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IRS extends excise tax waiver for certain inherited IRAs to 2024, offering relief for beneficiaries subject to the 10-year rule. However, it's crucial to note that RMDs are not waived, impacting distribution strategies and rollover options #TaxStrategy https://lnkd.in/esWrG2kE
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Harness tax benefits through Qualified Charitable Distributions (QCDs) from your IRA, enabling tax-free donations while adhering to IRS guidelines. Plan ahead to optimize your charitable giving strategy and minimize tax liabilities. https://lnkd.in/e22dn6sr
How to Make a Tax-Free Charitable Donation From Your IRA
morningstar.com
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Lori DosSantos, CRPC®, CPFA of GWMG hosted a Happy Hour at Onyx II Fine Jewelers in Woodbury, CT, and light fare was provided by Bevy Co., Southbury, CT. The women in attendance shared interesting facts about themselves and then continued mingling and making new connections.
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Investing during retirement? Diversify portfolios, consider index funds, and explore global opportunities. Assess risk tolerance and opt for low-risk options like CDs and Treasury securities for a well-balanced portfolio. https://lnkd.in/enhzNC2s
Should Retirees Continue to Invest? Yes, and Here’s How
kiplinger.com
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The Smaller Manufacturers Association of Connecticut (SMA) organized an Earth Day cleanup event on Monday. SMA members, including Drew Heatley, CFP®, CRPS®, CPFA, dedicated their day to cleaning the recess area at the Children's Community School in Waterbury. #Manufacturers #HappyEarthDay
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Green Wealth Management Group founding Partners, Alan Green, CFP®, CPWA®, CPFA and Lori DosSantos, CRPC®, CPFA had the pleasure of meeting with and listening to Mary Ann Bartels, Chief Investment strategist speak to an audience of Partner Firms about the state of the economy and markets. Mary Ann breaks it down in a way that is understandable and enjoyable!
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On Tuesday, April 9th, we had the pleasure of listening to strategic partner, Jackie Wilke, VP/Advisor Consultant, First Trust on the importance of getting to know the people that our clients care about. Jackie’s presentation was both valuable and timely.