WHO WE ARE

WHO WE ARE2018-11-05T09:12:44-05:00

Greenline Wealth Management is an independent Registered Investment Advisor firm that serves individuals and corporations. GWM provides a full-service experience that is tailored to each client’s specific circumstances, goals, and objectives.

GWM’s mission is to bring financial peace of mind to our clients and empower them to take control of their financial future. We are committed to this by providing true independent advice and fiduciary guidance, free from proprietary products, conflicts of interest, and high fees that come with traditional brokerage firms.

What we provide you:

GWM provides each of our clients an exceptional financial experience that includes access to comprehensive retirement solutions. Our goal is to not only get you to retirement but through it. Having the autonomy as an independent advisory firm allows us the freedom and flexibility to be with you every step of the way along your financial journey.

GWM’s Core Values:

Integrity – GWM demands honesty and candor which must not be subordinated to personal gain and advantage; and can not co-exist with deceit or subordination of one’s principles

Objectivity – GWM and its representatives must use reasonable care and exercise independent professional judgment when conducting investment recommendations, taking investment actions and engaging in other professional activities

Fairness – GWM requires impartiality, intellectual honesty and disclosure of material conflicts of interest

Competence – GWM and its representatives must attain and maintain an adequate level of knowledge and skill in providing services to clients

Confidentiality – GWM and its representatives ensures that information is accessible only to those authorized to have access

Professionalism – To act with dignity and courtesy to clients, fellow professionals and others in business-related activities