Green Wealth Management Group

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.

03/09/2026

Green Wealth Management Group has once again been named to Forbes’ Best-in-State Wealth Management Teams for Connecticut in 2026. With key additions to our team this year, we’ve strengthened how we serve our clients and continue to deliver thoughtful, personalized guidance. We’re grateful to our clients for their trust and excited to keep building on this momentum.



2026 Best-in-State Wealth Management Team, created by Forbes. Presented in January 2026 based on data gathered from 3/31/24 to 3/31/25. No fee was paid to be included in the ranking, however, a fee was paid to Forbes to use marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

03/06/2026

We’re proud to share that Matthew Traub has successfully passed the Series 7 and Series 66 exams, marking an important milestone in his professional journey. Matt's dedication behind the scenes strengthens the service and experience we deliver to our clients every day.

Please join us in congratulating Matt on this achievement and the continued growth of our team. 👏

02/17/2026

A timely conversation on today’s economy, market trends, and the importance of long-term planning. Alan and Drew share perspective on diversification, interest rates, and staying focused through market cycles. 📊🧭

In this market update from Green Wealth Management Group, Alan Green and Drew Heatley discuss current economic conditions and key themes investors may want t...