Greenstone Wealth Management

03/30/2026

Our Forest City office will be closed this coming Friday, April 3rd. We apologize for any inconvenience & appreciate your understanding!

03/06/2026

Our Forest City office is closed today, we apologize for any inconvenience & appreciate your understanding!

01/21/2026

Due to the impending weather in our area, our offices will be closed the remainder of today, 1/21. If you need any assistance, please reach out to us on our website, https://www.greenstonewealth.com/, and an advisor will get in touch with you. We appreciate your understanding and apologize for any inconvenience.

Stay safe and warm!

At Greenstone Wealth Management, we offer personalized financial planning, investment management, and 401(k) rollover recommendations to help you achieve your retirement goals. As fiduciary financial advisors we are committed to guiding you through every step of the financial planning process.

12/31/2025

Big news from Greenstone Wealth Management as we head into the new year! 🎉

We’re excited to welcome Julianna Burkholder to the Greenstone team as our newest Financial Advisor!

For the past three years, Julianna served as Executive Director of the Forest City Chamber of Commerce, where she worked closely with local businesses and community leaders. Now, she’s bringing that same dedication and insight to help our clients build thoughtful, long-term financial strategies with confidence.

Welcome to the team, Julianna—we’re thrilled to have you!
Ready to start the new year with a fresh financial perspective? Schedule a no-obligation introductory meeting with Julianna today:

https://www.greenstonewealth.com/julie-contact-page

12/25/2025

Merry Christmas & Happy Holidays to all!

11/27/2025

Happy Thanksgiving to all!

11/11/2025

10/31/2025

🎃 👻 🍁

10/03/2025

We're thrilled to welcome Elijah Wagner to Greenstone Wealth Management as our newest Financial Advisor. Elijah is a graduate of University of Northern Iowa where he studied Finance and personal wealth management. Elijah is an expert in financial planning and asset management.

Learn more about Elijah and connect with him by clicking the link below!

https://www.greenstonewealth.com/elijah-contact-page

08/31/2025

Our office will be closed tomorrow in observance of Labor Day.

07/04/2025

Have a great and safe Fourth of July! 🇺🇸