The philosophy of Meg Green & Associates, Inc. is quite different from that of most investment management firms. Through our integrated businesses, financial planning and investment management, we operate as one comprehensive wealth management firm. We help clients negotiate life from a financial point of view through creative problem solving coupled with our asset management experience and knowledge of all things financial. We have a multi-generational focus, to ensure that you and your family are being treated as well as your money.
Our initial financial planning process helps determine the most appropriate way to organize each client’s finances to best meet their needs and goals. A sophisticated investment portfolio can only be structured upon knowing the risk tolerances, cash flow needs, tax liability and time horizons of each individual. This process and the ensuing satisfaction of our clients are what have helped make us one of the top firms in the nation.
We have developed a client-centric process that blends together your desires with our disciplined investment expertise and years of experience to create customized portfolios tailored to your financial needs.