- Henry David Thoreau -

“Wealth is the ability to fully experience life.”

Wealth, simply put, is freedom. It allows you to travel the world, invest in a business you can leave to your children or grandchildren, purchase a second home, pay for college tuition, or focus on giving back to causes and communities that need support.

Personalized Service

Our team’s sole focus is on your future so you can concentrate on living your life and meeting your family’s needs. Not only do we deliver personalized financial expertise, but we are committed to making certain we understand your goals. That is why our financial plans are customized according to your needs and aspirations.

Unlike giant money management firms that make many promises, our team at Greenspring takes pride in knowing our clients. We have committed to operating our business with a low client-to-advisor ratio because we believe relationships matter. They are the building blocks of trust and provide a pathway for generating wealth and financial freedom.

Financial Expertise

We have taken great care in assembling a highly talented team of professionals who are skilled in financial planning, tax, and investments. We use the most up-to-date investment tools and technology designed to create opportunities for you.

Goal Oriented

At Greenspring, we are goal oriented. Our process for managing your wealth is about getting to know you and taking the time to understand your goals, dreams, and how you envision your money growing. We want to understand where you want to head and then map out a strategy to get there. Part of our strategy is to uncover your tolerance for risk. We know that different people have varying tolerances for what they believe are acceptable risks. We assess your risk with the goal of putting you in investments that will build wealth and help you sleep easy at night.

Greenspring Advisors Private Wealth Management Maryland New Jersey
Greenspring Advisors Private Wealth Management Maryland New Jersey

Our Wealth Management Services

We provide wealth management services tailored to high-net worth individuals, families, non-profits, and corporations. Our services include:

Financial Planning

Tax Advisory

Discretionary portfolio management

Philanthropic services

Estate and legacy planning

Comprehensive performance reporting

Family CFO

Fiduciary and trustee services

Financial Planning

Depending on your stage in life and your goals and objectives, our work in financial planning is comprehensive and will help prepare you for the future. Not only do we believe in growing your hard-earned money but preserving it. We assess the financial landscape – college tuition, emergency fund, a second home, and retirement – and develop a plan that will give you the freedom to live your life without worry.

Tax Advisory

Taxes are a fact of life. We appreciate this well-worn tome, but at Greenspring we employ strategies to reduce our clients’ tax burden. Greenspring experts are well versed in all the options that help keep your money working for you ranging from simple steps like maxing out your 401(k), shifting income using the Gift Tax Exclusion, owning real estate, investing in tax-free municipal bonds to deducting business expenses, and investing in assets such as a second home or a yacht. These strategies are designed to keep your money working for you.

Discretionary portfolio management

We have been offering clients discretionary portfolio management services since Greenspring was formed. Our portfolio managers have decades of experience and thrive on maintaining and building partnerships with clients. We understand that some clients want us to handle the decision making when it comes to their investments. But we believe it is critical to work with the client to develop a strategy and keep them abreast of every decision affecting their portfolio.

Philanthropic services

We understand what it means to give back and have a positive impact on society, which is why we are experts when it comes to helping individuals, families, nonprofits, and corporations develop strategies around philanthropic giving. We weigh all questions: Why give? How much? To whom? We look at all options from gifts and grants to endowments. In the end, individuals, families, nonprofits, or corporations interested in these services want to have an impact on their communities. We make sure the strategy is set and executed.

Estate and legacy planning

Planning the transfer of assets to loved ones after your death can be emotional and complicated. Even the smallest decisions seem monumental. Our advisers have decades of experience in estate and legacy planning and are adept at taking the emotion out of such decisions. While empathetic, our advisers have experience putting together strategies that take the anxiety out of the distribution of assets. Our experts look at every angle from distributing assets, minimizing tax burden, protecting assets, and fulfilling obligations to philanthropic organizations.

Comprehensive performance reporting

Our clients work hard for their money and many are so busy they barely have time to look at their checkbook let alone bank statement. That is why we use comprehensive reporting tools to help them quickly analyze their financial performance and compare it with industry benchmarks. We want our clients to see the entire picture of how their money is being invested and how it is performing. Believe being able to quickly see results leads to sound decision making and successful money management.

Family CFO

Families today are on the go. That is why we provide strategies and systems to help busy families manage their daily finances. With our team of dedicated financial experts, we see how the money flows because we are on the ground. We work closely with families not only to understand their finances, but their worries, challenges, goals, objectives, and long-term view of where they see themselves in 10 or 20 years.

Fiduciary and trustee services

Leaving money to your heirs is often complicated and can result in strained relationships between family members. We are experts in the field of understanding legacy issues, family dynamics, tax laws and the administrative duties that go along with distributing wealth. We are committed to making sure your wishes are fulfilled and challenges are met head on while your legacy lives on.

Financial Planning

Preserving, building and enjoying wealth requires a plan -- but not just any plan. Your goals and priorities aren’t like anyone else’s. That’s why, at Greenspring, we practice relationship-based financial planning. Clients, not products, come first.

Investment Management Services

Investing is about your future. Let us help you create the future you want for yourself, your loved ones and your legacy by helping you develop a customized, comprehensive strategy enabling you to meet your goals with peace of mind.

How To Select a Fee-Only Advisor

Fee-Only advisors remove conflicts of interest associated with financial advice. Selecting your match begins with a few simple questions.

Private Wealth Insights

A Year to the Day- What a Ride!

The market last year tested our patience and our resolve. Those who buckled up and stayed on board, however, were richly rewarded.

IRS Extends 2020 Tax Filing Deadline to May 17th

On March 17th, the IRS announced they would be extending the 2020 tax filing deadline for individuals from April 15th to May 17th to accommodate the ongoing challenges presented by the COVID-19 pandemic.

2020 Investment Year in Review Webinar

Greenspring Advisors's 2020 Investment Year in Review webinar takes a look at returns by style and more.