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

The Key to Happiness

There is one thing that can make us all happier and healthier. Listen to this podcast to learn what researchers have found from the longest scientific study of happiness ever conducted. Tony Schmitt: Hello, I'm Tony Schmitt, President and CEO at GreenUup Wealth...

2023 Q2 Quarterly Market Update Webinar

The economy is significantly better today than what was expected at the beginning of 2023. Wage growth has led to continued consumer spending. Inflation remains an issue although it is much improved. How will this affect the Federal Reserve’s interest rate policy...

Trips & Travel Tricks with Mike Schellhase

Travel is an important goal for just about everyone, but what trips will give you the best experiences? What are the most popular travel destinations? What is a “bucket list” trip you should consider taking? What are the best family vacation ideas? Get answers to...

Navigating Life’s Transitions with Julie Maloney

Life is a journey filled with changes and transitions that can be opportunities for growth and personal development. On this podcast, we talk about transitions with Executive Coach Julie Maloney who explains the three-step pattern that all transitions follow, and...

Q1 2023 – Quarterly Market Update Webinar

When looking at the current state of the economy, it seems like for every two steps forward, we take one step back. Despite challenges, there are signs that we may experience an economic “soft landing.” Watch GreenUp’s 2023 Q1 Quarterly Market Update Webinar with...

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