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

Quarterly Market Update Q4 2022 Webinar Replay

2022 was a challenging year for investors, even though market fundamentals remained strong. GreenUp’s Chief Investment Officer Daniel Greulich discusses the “rolling recession,” inflation, recent FED policy on interest rate hikes and when they might stop, as well...

Six Financial Resolutions for the New Year

As 2023 approaches, we are reminded that a new year represents a new beginning, bringing new possibilities and opportunities. People worldwide take inspiration from this and make New Year’s resolutions to improve their lives in many areas, including physical...

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