Wealth Management

Helping you build your financial future

Personalized approach

Attentive service

Sound guidance

Customized solutions

Be assured

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Financial planning for all stages of life

From buying a home to paying for college, preparing for retirement to creating a legacy, your goals require sound financial management and individualized strategies.


Ask Yourself:
  • Am I prepared for the unexpected?
  • What are my long-term goals?
  • How much do I need to save for retirement?
  • Does my portfolio align with my needs and values?

By taking time to review your financial goals and prepare for the future, you might accomplish more than you ever imagined.

Financial Planning Services

Working toward financial independence starts with assessing your goals, time frame, and risk tolerance. With your input, our advisors develop a financial plan that supports your philosophy and objectives. Our services include:

  • Life Insurance - Seeking to improve your safety net
  • Education Funding - Covering children’s college costs
  • Tax Solutions1 - Understanding and managing your tax burden
  • Portfolio Management - Building and rebalancing a diversified portfolio
  • Inheritance & Wealth Building - Preserving your wealth for the future
  • Retirement Planning - Funding retirement
  • Retirement Income - Distributing retirement funds
  • Estate Planning - Arranging the bequest of assets
  • Health & Long-term Care Planning - Navigating health care options in retirement

GreenState Wealth Management provides alternatives to standard deposit products. When you meet with one of our financial management professionals, you can be assured of a personalized one-on-one analysis designed with your specific needs in mind. We take a value-oriented approach to addressing your needs. We'll take the time to learn about you and your financial objectives, and then offer strategies based on your input.

Before we analyze numbers, we will talk about what's most important to you: family, community, pastimes, church. We will ask a lot of questions about what you're thinking, feeling, or worried about. We want to about your experiences with financial planning and managing money, and what you've accomplished. Together, we'll figure out your starting point.

Based on the Discovery, we will assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist. We will weigh in the financial implications of each goal we discuss and construct the framework for a plan that supports them.

A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life. During this phase, we will recommend specific strategies to help match each of your goals. This is where we implement your customized plan.

Just when you make plans, life happens – and events large or small can change everything. The monitoring stage incorporates tracking systems to keep your plan on target. We help you plan for the unexpected, anticipate change, and adjust your plans over time, as necessary.

Our advisors offer a personal approach to guidance to keep your long-term goals in sight. Contact a Financial Advisor today.

Learn to do more with your money
Financial Education
Learn smart money management.
Financial Calculators
Calculate payments, savings and more.
GreenState Blog
Get financial tips and advice.
Security & Fraud
Keep your personal information secure.
Noteworthy
Create a strategy aligned with your long-term goals

Proven approaches, tax-aware positioning, affordable fees, and agile management.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. GreenState Credit Union and GreenState Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using GreenState Wealth Management, and may also be employees of GreenState Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of GreenState Credit Union or GreenState Wealth Management. The GreenState Wealth Management site is designed for U.S. residents only. Securities and insurance offered through LPL or its affiliates are:

GreenState Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

  1. Specific individualized tax advice not provided. We suggest that you discuss your specific tax issues with a qualified tax advisor.