GREENSTONE BELT WEALTH ADVISORS, LLC

Overview

Greenstone Belt Wealth Advisors, LLC is an independent registered investment adviser operating as a limited liability company and organized under individual ownership. The firm positions itself as a capital allocator for both high-net-worth individuals and institutional clients, providing fee-based portfolio management alongside financial planning. Its advisory activities include direct portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and financial planning services. In addition to advisory work, the firm conducts broker-dealer registered representative and insurance broker activities, which allows it to deliver brokerage and insurance solutions alongside advisory programs. A notable feature of the firm’s approach is significant use of private funds: private fund investments make up the single largest asset category managed by the firm, indicating a preference for manager-driven, pooled structures when seeking return enhancement or diversification. The firm employs multiple client billing options—percentage of AUM, hourly charges and fixed fees—allowing engagement terms to be tailored to client needs and complexity.

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