Green Bridge Wealth Management LLC was founded with the goal of assisting our clients in every aspect of their financial lives. Our principle goal is to help our clients construct bridges to a greener future. Our definition of “Green” is multi-faceted. It signifies a wealthy, abundant, prosperous future as well as one that respects our environment, and enhances and preserves it for our children and grandchildren.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (617) 407-3566. We look forward to hearing from you.
|Financial Planning||Asset Management Strategies||Independence via LPL Financial|
|Green Bridge Wealth Management LLC takes pride in developing ‘bridges’ or ‘plans’ helping our clients move from their present situation towards their future financial goals.||Green Bridge Wealth Management LLC offers a comprehensive, and diverse array of wealth management strategies, which are chosen specifically for each particular clients’ goals, time horizon, and attitudes towards risk.||LPL Financial does not offer proprietary products, which enables Green Bridge Wealth Management to offer our clients truly objective, conflict-free advice. LPL’s open-architecture platform provides our customers with access to thousands of commission, fee-based, cash, and money market products manufactured by hundreds of third-party product sponsors.|