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Empowering investors at all stages in life to “think” about their “wealth” and plan for their financial futures by providing educational resources on a variety of topics.  If you have questions or would like to discuss your finances with a professional, we’re always here to help. 

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Market Updates

Get market commentaries quarterly that provide an overview and perspective on previous activity.


Find information and education on investing to understand how it works in conjunction with financial planning.

Financial Planning

Learn the components of financial planning and why each one can be part of building personal wealth.

Legacy & Estate Planning

Explore the options for protecting and preserving personal wealth for future generations.


Read the latest information on how taxes can affect investing and personal finance decisions.

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The GreenUp Possibilities Podcast

Our financial podcast was built to empower listeners with information about what is possible, improbable, and nearly impossible with money, brought to you by GreenUp Wealth Management.

All Resources

Make Lemonade: Offsetting Gains with Losses

Investment losses offer an opportunity to make lemonade. In this video, Kyle Barclay, Senior Vice President and Wealth Advisor at GreenUp Wealth Management explains how to offset capital gains with capital losses- a valuable strategy for investors to reduce their...

2021 Q1 Market Commentary

2021 Q1 Market Commentary

period ending March 31, 2021 “Time in the market beats timing the market.” – investing adage What Happened in the First Quarter? The US stock market continued to climb, reaching new highs, while the MSCI index (an index of international stocks) reached levels not...

Will Your Taxes Go Up?

Will Your Taxes Go Up?

Over the past several years the federal government has been on a spending spree, while at the same time cutting taxes. Does this mean you will be paying more in taxes soon? Modern Monetary Theory vs. Conventional Thinking If you borrow money, you have to pay it...

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