“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.
Our Wealth Management Services
We provide wealth management services tailored to high-net worth individuals, families, non-profits, and corporations. Our services include:
Discretionary portfolio management
Estate and legacy planning
Comprehensive performance reporting
Fiduciary and trustee services
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.
Fee-Only advisors remove conflicts of interest associated with financial advice. Selecting your match begins with a few simple questions.