About Us

We are a boutique firm with big-firm experience, ready to take your financial goals to the next level.

Green Grove Wealth Management is a holistic financial advisory company dedicated to helping clients attain and maintain their financial goals.

118+

Years of Combined Experience

9+

Full Time Team Members

25+

Years Average Client Relationship

Our Services

Choosing the right wealth management firm is essential. With more than 118 years of combined experience, our expertise is sharply honed.

Life abounds with events and situations that require smart financial planning. These may include an upcoming wedding, a new home purchase, the prospect of retirement, or any of many scenarios. We help clients implement strategies to achieve their goals.

Our Financial Planning Services Include:

  • Retirement Planning

  • Estate Planning

  • College Savings

  • Financing Scenarios

  • And More

Our strategy is to manage risk and preserve wealth through effective planning and diligent management. We create bespoke investment portfolios to meet the unique needs of each of our clients.

Our Investment Management Services Include:

  • Portfolio Construction

  • Asset Allocation

  • Investment Strategies for Non-Residents

  • Individual stocks, Bonds, ETFs, Alternative Investments, and more

Investment Professional Team

Green Grove Wealth Management

More about Green Grove

Our mission is to provide comprehensive financial advice that helps clients grow and protect their wealth.

Based in Miami, Florida, Green Grove Wealth Management was founded in 2021 by four partners with decades of combined experience managing portfolios and a passion for helping clients achieve their financial goals. Seeing a unique opportunity to establish a company that prioritizes enduring and fruitful relationships, Green Grove Wealth Management was born. The firm offers estate planning, retirement services, as well as financial strategies for clients domestically and internationally.

Our Team is Here to Help.

Contact Us

info@greengrovewm.com

+1 (305) 402-4213

1221 Brickell Ave. | 27th Floor | Miami, FL 33131

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