How Does the Advisor Help Clients – Key Takeaways:
Green Wing Financial Solutions LLC is a trusted financial advisory firm that provides expert guidance and assistance to individuals, families, and businesses to help them achieve their financial goals. Led by a team of experienced professionals, the company takes an individualized approach to each client’s unique circumstances and strives to effectively manage their finances through comprehensive planning and investments.
Facts and Insights
In 2019, Green Wing Financial Solutions LLC had over $30 million in assets under management and a team of 5 knowledgeable advisors who specialize in creating personalized financial plans for their clients. With over 10 years in the business, the firm has established a reputable track record of successfully helping clients navigate the complex world of finance.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| 2019 | $30 million | 5 | 10+ years |
Financial Services Offered
Green Wing Financial Solutions LLC offers a range of financial services to cater to their clients’ diverse needs and goals. These include:
- Comprehensive Financial Planning
- Wealth Management
- Retirement Planning
- Estate Planning
- Insurance Services
- Education Planning
Client Types
The firm serves a diverse clientele, including individuals, families, and businesses. They specialize in working with high-net-worth individuals and business owners, but also welcome clients from all income levels who are committed to achieving financial success.
Fees & Compensation
Green Wing Financial Solutions LLC operates on a fee-only basis, meaning they do not receive any commissions or incentives for recommending specific products or services. This ensures that their recommendations are always in the best interest of their clients and eliminates any potential conflicts of interest.
Background
Green Wing Financial Solutions LLC was founded by a team of seasoned financial professionals with a passion for helping others achieve financial security. They are dedicated to staying informed and up-to-date on industry trends and regulations to provide their clients with the most relevant and effective financial solutions.
Financial Advisor Disclosures to Know
As a registered investment advisor, Green Wing Financial Solutions LLC has a fiduciary duty to act in their clients’ best interests at all times. This means they are required to disclose any potential conflicts of interest and fully disclose their fees and compensation structure to their clients.