Green Wing Financial Solutions LLC

Overview

Green Wing Financial Solutions LLC is a small, independent registered investment adviser organized as an LLC and run by an individual owner. The firm focuses on financial planning and discretionary portfolio management for individuals and small business clients. Its advisory model combines percentage-of-assets billing with hourly and fixed-fee engagements, which supports both ongoing portfolio oversight and discrete planning projects. Investment activity is concentrated and equity-oriented: the adviser reports a clear preference for exchange-traded equities as the primary vehicle for client exposure. The firm is not an active ESG investor, does not act as a capital allocator to outside private fund managers, and does not list pension consulting or multi-state adviser activity beyond its core retail work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices