The GreenUp Wealth Management Team

Real advice, real people, and years of experience helping both pre-retirees and retirees pursue their dreams and grow their wealth for a comfortable retirement and fulfilling legacy. Working with GreenUp means getting conflict free advice from advisors who care. The GreenUp team has years of experience helping people pursue their goals and grow their wealth. We will create a financial guide for your life so that your wealth works for you. To learn more, or to get a complimentary portfolio/retirement plan/financial plan review, schedule time to meet with us below.

Looking for guidance on your investments, retirement plans, or anything regarding financial planning? Schedule an introductory call with our wealth managmeent team today.

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The GreenUp Wealth Management Team

2023 Q4 Quarterly Market Update Webinar

2023 was a bumpy journey culminating with us reaching an interest rate summit. Watch our fourth quarter market update webinar as Tony Schmitt, President and CEO of GreenUp Wealth Management, interviews Daniel Greulich, GreenUp’s Chief Investment Officer, about the...

New Year, New Opportunity!

New Year, New Opportunity! At GreenUp, we believe that each new year brings a chance for personal growth. We’re excited to have Will Grumke, Director of Education at 1st Phorm, one of the nation’s leaders in lifestyle, nutrition, and supplements, as our podcast...

Is It Possible to Eat “Well” During the Holidays?

Do you wish you could eat well during the holidays while enjoying wonderful meals with family and friends? Please join GreenUp’s President & CEO, Tony Schmitt, and GreenUp’s corporate wellness partner and registered dietician at 1st Phorm, Jeremy Mullins, as...

Cybersecurity Safeguards: Protecting Your Digital World

At GreenUp Wealth Management, we're committed to your financial success and information security. With the internet becoming a bigger part of our daily lives, it's crucial to stay safe online. In our latest podcast Alex Fishman, GreenUp’s Chief Operating Officer,...

2023 Q3 Quarterly Market Update Webinar

Will we see a recession in the United States? How will stocks and bonds perform in the current inflationary environment? Watch the 2023 Q3 webinar with GreenUp’s Chief Investment Officer Daniel Greulich and GreenUp’s CEO Tony Schmitt as they discuss economic...

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