Green Wealth Management Group

09/14/2026

While AI investment by the big tech firms has been a huge tailwind, there is a “dark side” to all the spending.

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09/07/2026

Happy Labor Day!

Today, we recognize and appreciate the hard work and dedication that keep our communities moving forward. Wishing everyone a safe and relaxing holiday weekend!

08/27/2026

It’s the relationships that matter most.

As a founding partner and the only female wealth advisor on our team, I’m proud of the perspective I bring to our practice—but what matters most to me is the relationships I build with the people we serve.

Wealth management is personal. Behind every portfolio is a person, a family, a business, a dream, or a life transition.

I believe the best advice starts with truly knowing the person sitting across from you. Listening carefully. Asking the right questions. Understanding what keeps them up at night and what they hope to accomplish—not just financially, but personally.

Over time, those conversations become relationships built on trust. And that trust allows me to be more than an advisor. It allows me to be a sounding board, a steady presence, and someone my clients can turn to when the decisions become complicated.

That’s what I value most about this work.

The numbers matter. The strategy matters.

But ultimately, people matter most.

And I’m grateful every day for the opportunity to be trusted with such an important part of my clients’ lives.

05/10/2026

Happy Mother’s Day from all of us at Green Wealth Management Group! 💐

Wishing all the amazing moms and mother figures a day filled with appreciation, joy, and time with the people who matter most.

04/16/2026

Five years ago, we made the decision to go independent with a clear goal in mind: build a firm centered around thoughtful planning, strong relationships, and doing what’s right for the people we serve.

Today, Green Wealth Management Group is proud to mark five years of that commitment. What started as a small team has grown into a group of 10, with a wide range of experience and credentials, over $500M in assets under management, and recognitionincluding Forbes Best-in-State Wealth Management Team in both 2025 and 2026.

We’re grateful to our clients, colleagues, and community for the trust you’ve placed in us along the way. This milestone is as much yours as it is ours—and we’re just getting started.

04/13/2026

What happens to your income if you can’t work?

It’s not a question most physicians spend time on — until they have to.

This session is designed to give you clarity on:
• Your current exposure
• The gaps most professionals overlook
• How to structure protection the right way

🗓April 30th
🕛12:00pm EST:https://sanctuarywealth.zoom.us/webinar/register/WN_p5DwVpBnRZSBmUGULgvz4g
🕧6:00pm EST:https://sanctuarywealth.zoom.us/webinar/register/WN_OtnqoqA0SDSCoHRI3xygqA

Limited availability — reserve your spot below.

04/08/2026

Most physicians spend over a decade building their careers…
but very few have a clear plan for protecting their income.

If your ability to work was interrupted, would your current coverage actually hold up?

Gordon Brown is hosting a short, focused session for medical professionals where he’ll cover:
• Where employer coverage often falls short
• How to properly structure income protection
• Strategies to protect both personal income and your practice

🗓April 30th
🕛12:00pm EST: https://sanctuarywealth.zoom.us/webinar/register/WN_p5DwVpBnRZSBmUGULgvz4g
🕧6:00pm EST: https://sanctuarywealth.zoom.us/webinar/register/WN_OtnqoqA0SDSCoHRI3xygqA

Spots are intentionally limited to keep this interactive.

03/26/2026

For families thinking beyond year-end giving, charitable trusts can be a thoughtful way to align generosity with long-term planning. When structured well, they can support the causes you care about while fitting into a broader tax and estate strategy.

These dual-purpose tools let affluent families combine their philanthropic goals with advanced tax planning to generate income, reduce estate taxes and preserve wealth for future generations.

03/20/2026

When thinking about financial gifts to family or loved ones, the details can matter more than many people expect. This article walks through some of the practical and tax-related considerations to keep in mind before making a gift.

Whether you’re giving cash or investments, be aware of the logistics and tax implications.

03/13/2026

Celebrating the achievements, leadership, and impact of women everywhere.
Happy Women's History Month to the women who inspire us every day.