GREENSTONE WEALTH MANAGEMENT

Overview

Greenstone Wealth Management is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management. The firm acts as a capital allocator and uses both in-house portfolio management and third-party managers when appropriate. Its advisory services emphasize fee-based planning and asset management, billed as a percentage of assets under management or via fixed fees. Investment positioning tilts toward pooled public vehicles: public funds and mutual funds represent the largest segment of client assets. The firm is not classified as an active ESG investor. It provides selection-of-other-advisers services, which suggests a willingness to blend externally managed strategies alongside direct accounts and separately managed account (SMA) structures to meet client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices