Green & Henwood Wealth Management Group

08/11/2026

And just like that, the summer is over.

It’s hard to believe how quickly it went by. Having my daughter, Kate, intern with us this summer was something I knew I would enjoy, but it turned out to be even more special than I expected.

It was great having her come to work with me, watching her learn, ask questions, meet our team and clients, and get a firsthand look at what we do. I think she learned a lot along the way—and, most importantly, I think she really enjoyed the experience.

As a dad, I’m especially grateful for the extra time we got to spend together. There aren’t many opportunities to share your work life with your kids, and I know this is a summer I’ll always remember.

Now she’s back at the University of Florida for another year. It went by way too fast, but I’m incredibly thankful we had the opportunity to spend the summer working together.

06/26/2026

College costs keep rising, but there's a smart way to save. Using an educational savings plan can offer tax-free growth and withdrawals for qualified education expenses, including K-12 tuition. The earlier you start, the more time your money has to grow. Plus, contributions may qualify for state tax deductions.

06/05/2026

Family night out at the theater? Make it even more special by knowing you're supporting a great cause! At RBC Wealth Management, we're proud to support organizations like Hennepin Arts, which brings art and culture to the heart of the city.

06/02/2026

The difference between creating a legacy of chaos and one of shared values often comes down to a single matter: communication.

A family meeting is the perfect way to start this dialogue. They represent more than wealth planning as they're foundational for meaningful conversations about values and intentions for future generations of your family.

I can help you and your family with your family meetings and your wealth transfer to the future generations.

Your ideas of family harmony happen here.

Schedule your family meeting consult with me.

05/27/2026

I am beyond excited to have my daughter, Kate, work with me this summer to learn about the Wealth Management business and see if this is a possible career path for her in the future.

05/15/2026

The rise of the female economy is one of the most significant financial shifts of our time. In her latest Forbes article, our Head of Wealth Strategies Angie O'Leary explores how women across generations are redefining wealth. They’re building it with purpose, investing with intention and creating impact that lasts.
Read the article to see what this transformative era means for the future of wealth management.

Women across generations are converging at an unprecedented moment of financial power.

05/04/2026

In honor of Mother's Day coming up, let's celebrate the incredible women who inspire us and enrich our communities through the arts! RBC Wealth Management is proud to support organizations like Hennepin Arts, which empowers women to create a lasting legacy.

04/20/2026

It's a new era of wealth transfer with trillions set to pass to younger generations. Are you prepared? Many Americans haven’t talked about their intended legacy. Our wealth transfer guide can help you pass on family money and values with clarity.
https://bit.ly/4vH6XsG

03/18/2026

While the NCAA®️ basketball tournament is underway, check out RBC Wealth Management’s college cost brackets to help you assess and set your financial goals for yourself or your loved ones. https://bit.ly/4uBUVAu

03/11/2026

Leave a legacy of clarity rather than confusion, chaos and conflict. Have the talk with your heirs about family wealth and its intended purpose. I can help you start the conversation to create a legacy that passes on family finances, values and harmony.