Your journey towards financial independence begins here

About Us


Greene Wealth Management was formed in 2005 by Kirk Greene and a team of five to better serve clients as an Independent Investment Advisor. Our focus is on the success of the clients we serve.

We know that financial planning is a lifelong journey—not an event. Our team of dedicated professionals offer knowledgeable, experienced, and objective advice along with a steady hand to help guide clients toward their long-term goals.

Our firm is 100% employee-owned, so we are not beholden to any big bank, brokerage firm, money manager or other financial service organization. Over the past decade, our team has grown with our clientele, and we now manage over $750 million of investment assets. We remain fiercely client-focused and dedicated to providing what we call “WOW Service”.

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dedicated-process

Dedicated Process

Working with you and your other professional advisors, we can help you create plans that have a real impact in your lifetime and beyond.

Learn About Our Process »

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Experienced Team

Our team of dedicated professionals have the talent and experience to provide financial solutions tailored to your unique needs.

Meet Our Team »

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Comprehensive Service

We help our clients take a holistic view of wealth, which is essential to making wise choices and staying aware of each decision’s impact.

View Our Pillars of Service »

Our Process


Step 1: Listen

We start by listening: to your hopes and dreams; to worries that keep you awake at night. We work with you to clearly define and crystallize your most important goals.

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Data Gathering
We’ll gather details about your current finances and available resources.
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Discovery
Understanding your core values and beliefs is essential to our process.
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Goal Setting
We help you identify and clearly define your most important financial goals.
Step 2: Plan

Together we’ll create a comprehensive plan to help accomplish your most important goals and help us determine if you are on track to meet those goals. Plans are routinely reviewed and updated based on your long-term needs.

Initial Planning
Initial Planning
The plan will determine if you are on track to meet financial goals or if changes need to be made.
Plan Alterations
Alterations
If changes are needed, the plan will clearly identify options and we will make specific recommendations.
Periodic Review
Periodic Review
Plans are actively reviewed and updated to make sure you stay on track to meet long-range goals.
Step 3: Stress Test

Planning strategies are tested under a variety of outcome scenarios. Thousands of probability-based (Monte Carlo) simulations test assumptions to improve chances for success.

Essential Testing
Essential Testing
Uncertainty about life expectancy and financial markets make stress-testing essential.
Gain Insight
Gain Insight
Stress testing helps to illustrate how your plan might work in good times and bad.
Step 4: Implement

We help clients make sure plans are properly implemented. Portfolios are diversified across multiple asset classes, investment styles, and professional money managers. Each portfolio is designed around specific client goals and risk tolerance.

Initial Planning
Take Action
We work with leading firms to ensure all tasks are promptly and professionally handled.
Plan Alterations
Disciplined Approach
We employ a disciplined investment approach designed to maintain and grow wealth.
Plan Review
First-Class Results
Our goal is to deliver consistent, above-average returns while diversifying to control risk.
Step 5: Review

We continually review the roadmap with you and make changes as needed to optimally pursue your most important goals. Staying focused is essential, as losing sight of long term goals or getting lured off course can happen to even the most knowledgeable investor.

Course Correcting
Course Correcting
Your goals may change, and regular reviews provide opportunity for mid-course corrections.
Maintaining Focus
Maintaining Focus
We help you keep your goals in focus and stay on track to meet your most important milestones.
Constant Vigilance
Constant Vigilance
Staying on track can be challenging, especially when goals may take decades to achieve.

Client RoadMap

We deliver results using a customized client engagement roadmap that shows where we have been, where we are going, and how to get there.

1

First Quarter1

  • Introductions
  • Goal Discussion
  • Fact Finding
  • Risk/Return
  • Diversification
  • Taxes/Costs
  • Documents
  • Questions?
2

Second Quarter2

  • Financial Plan (Draft)
  • Recommendations
  • Savings Strategy
  • Investment Strategy
  • Questions?
  • Engagement
  • Begin Implementation
  • Other Professionals
3

Third Quarter3

  • Economic/Market Update
  • Financial Plan Review
  • Investment Policy Statement
  • Investment Review
  • Lifeboat Drill
  • Property/Liability Insurance
  • Health/Life/Disability
  • Other/Questions?
4

Fourth Quarter4

  • Economic/Market Update
  • Financial Plan Review
  • Investment Review
  • Portfolio Rebalancing
  • Year-End Tax Planning
  • Estate Plan
  • Fund Manager Review
  • Other/Questions?

4

Fourth Quarter4

  • Goals Revisited
  • Outstanding Items/How Did We Do?
  • Economic/Market Forecast
  • Financial Plan Changes
  • Mid-Course Corrections?
  • Investment Review/Changes
  • Tax Information
  • Other/Questions?
3

Third Quarter3

  • Economic/Market Update
  • Financial Plan Review
  • Investment Review
  • Portfolio Rebalancing
  • Roth 401k/IRA/Conversion
  • Risk Revisited
  • Portfolio Manager Meeting
  • Other/Questions?
2

Second Quarter2

  • Economic/Market Update
  • Hidden Opportunities/Risks
  • Financial Plan Review
  • Investment Review
  • What Does Retirement Look Like?
  • Making a Difference in Lives of Others
  • Estate Plan Update
  • Other/Questions?
1

First Quarter1

  • Economic/Market Update
  • Financial Plan—On-Track?
  • Investment Policy Revisited
  • Investment Review
  • Portfolio Rebalancing
  • Year-End Tax Planning
  • Team Meeting?
  • Other/Questions
1

First Quarter1

  • Sample client update
  • Economic market update
  • Retirement projections
  • Education projections
  • Investment review
  • Fund managers review
  • Rebalance IRAs
  • Send tax info
  • Other
2

Second Quarter2

  • Sample client update
  • Economic market update
  • Retirement projections
  • Education projections
  • Allocation vs. risk
  • Allocation vs. goals
  • Investment review
  • Portfolio manager meet
  • Other
3

Third Quarter3

  • Sample client update
  • Economic market update
  • Retirement projections
  • Education projections
  • Investment review
  • Wealth planning
  • Consult advisors
  • Other
4

Fourth Quarter4

  • Sample client update
  • Economic market update
  • Retirement projections
  • Education projections
  • Investment review
  • Client vacation home
  • Host virtual conference
  • Other

Our Team


Kirk Greene, ChFC, CLU

President

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Kirk Greene, ChFC, CLU

Kirk has served as trusted advisor to individuals and businesses for over 40 years. His thoughtful approach and calm guiding hand are invaluable for clients.

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Jason Radabaugh, CFP®

VP/Financial Advisor

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Jason Radabaugh, CFP®

Jason is responsible for investment analysis and implementation strategies, offering strong service commitment and extraordinary analytical skills.

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Chris Downing, CFP®

Financial Advisor

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Chris Downing, CFP®

Chris joined the GWM team in 2007. He has 20 years of experience in the financial services industry, including previous leadership positions at Safeco & Symetra.

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Matt Lowe, CFA, CFP®

Financial Advisor

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Matt Lowe, CFA

Matt joined Greene Wealth Management as an adviser in 2014 and is responsible for working with clients to achieve investment and wealth planning goals.

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Sheri Christensen

Operations Manager

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Sheri Christensen

Sheri rejoined the GWM team in March of 2016 as the Chief Compliance Officer and Operations Manager after being away since 2008.

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Jackie Bobzien

Operations

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Jackie Bobzien

Jackie has worked for Kirk and his clients since 2000. She assists with client meetings, investment trading, quarterly reports, and policyowner services.

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Nancy Bowden-Flynn, Ph.D

Operations

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Nancy Bowden-Flynn, Ph.D

Nancy has served our clients since 2002 with account information and changes, trades, money movement, transfers and other operations and services.

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Marta Noble

Operations

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Marta Noble

Marta joined the GWM team in 2009 to offer administrative support and quickly transitioned into an Operations Assistant providing customer support.

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Pillars of Service

Our approach to wealth management services and maintaining client relationships is rooted in these foundational principles.

  • Identify

    opportunities
    and challenges

  • Reduce

    impact of taxes and costs
    on long-term outcomes

  • Manage

    risk across the spectrum
    of financial relationship

  • Crystalize

    your dreams
    and goals

  • Collaborate

    with tax and estate advisers on
    a holistic management approach

  • Communicate

    effectively and frequently with clients
    to help meet ever-changing needs

  • Strategize

    comprehensive approach to prudently align investment ideas with financial goals

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