Welcome, and thank you for taking the time to visit the website for Greenfield Wealth Management. We encourage you to explore the site and learn more about our team, our firm, and our practice.
While there are many ways to participate in the financial markets, we believe successful investing is best achieved through proper diversification and tailored solutions. Committed to providing appropriate recommendations, we seek to understand each client's objectives and tolerance for investment risk. Once we have a comprehensive view of each client's unique needs, goals, and motives, we can then deliver straightforward advice and personalized financial solutions.
From left: Julie Strömberg, CWS®, FPQP®, Senior Registered Financial Planning Associate; David Greenfield, Vice President, Financial Advisor