Services
01
Retirement Planning
Move from saving to living. Comprehensive retirement planning and 401(k) rollover services for Kansas City families. Plan your “Green Wealth” legacy today.
02
Investment Management
Fee-only, fiduciary wealth management in Kansas City. We build sustainable, risk-managed portfolios using ESG principles and disciplined strategy.
03
Tax-Smart Planning
Proactive tax planning for Kansas City investors. We minimize your tax drag through Roth conversions, tax-loss harvesting, and location strategies.
04
Trading Education Programs
Unlock your potential in trading with our personalized trading education programs. From foundational principles to advanced strategies, we offer comprehensive courses tailored to suit traders at every level. Our expert instructors provide hands-on guidance and practical insights, empowering you to develop the skills and knowledge needed to navigate the complexities of the financial markets with confidence. Whether you’re new to trading or seeking to refine your existing skills, our personalized approach ensures that you receive the support and guidance you need to succeed. With our commitment to your growth and success, you’ll gain the confidence to make informed decisions and achieve your trading goals.