Weslie Green, CFP CDFA Financial Advisor

12/23/2025

Smart money habits start at home.

Recent Ameriprise research reveals that parents shape how kids think about everything from budgeting and savings to credit cards and debt.

04/04/2025

National Financial Literacy Month is a great time to teach the basics of money management. Encourage your child to save for a cause they care about like rescuing animals or saving the rainforests.

12/16/2024

As loved ones age, it’s normal to find yourself providing more support. This can often come with unique financial, medical and legacy challenges. I can help you take steps now to reduce stressors for you and your loved ones in the future.

How to manage the unique financial, medical and legacy challenges.

12/13/2024

I have some big news! Five Star Professional named me a 2024 Five Star Wealth Manager! Thanks to my colleagues and clients for their continued partnership.

Get financial guidance in Glen Allen, VA from Weslie Green & balance pursuing tomorrow's dreams with your goals for today.

11/13/2024

Passing on real estate to heirs often comes with financial and emotional challenges. Here are three ways to provide clarity and reduce worries for everyone involved:

1. Audit important property information
2. Understanding tax and other financial implications
3. Have a proactive and candid conversation

Take proactive steps today to help ensure your legacy is carried out as you wish.

11/12/2024

Discussing your estate plan with loved ones can be difficult – but it is an important conversation to have. Here are tips for how to have a healthy estate planning conversation, and ways I can help facilitate the conversation.

Learn what goes into having a successful and productive estate planning conversation.

09/06/2024

Grandparents can offer a wealth of knowledge and experience to their grandchildren. What financial wisdom will you pass down to your grandchildren?

04/18/2024

Baby boomers hold an average of $42,520 in student loan debt, according to Education Data Initiative. Ameriprise Senior Vice President of Financial Strategy Marcy Keckler shares her tips for paying off debt and prioritizing a happier, more financially secure retirement.

If you are a boomer currently struggling with student loan debt, don't despair. There are ways to tackle those loans.

03/12/2024

From Gen Zers to members of the silent generation, what are the top three money moves for each group? Here are tips from Marcy Keckler, Ameriprise’s Vice President of Financial Advice Strategy, and other financial experts.

Each generation has their own financial needs.

01/20/2024

If you or your dependents have been in the hospital or had other significant medical or dental expenses, keep the receipts — they could help reduce your tax bill.

01/17/2024

Selling stocks at a loss can offset the taxes you would pay on other investment gains. This strategy is one way to use the tax code to reduce the sting of an investment loss.