Greenrock Advisory

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Personalized Financial Strategies

15^th Year of
Trusted Counsel

Peace of Mind in Uncertain Times

Long-Term Growth Focus

Independent Firm
Built for You

Your Partner Through Your Lifelong Journey

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About GreenRock Advisory

At GreenRock Advisory, you are at the center of everything we do. We listen to understand your unique aspirations for yourself and your family. By addressing your concerns and tailoring strategies for you, we’re dedicated to supporting your success every step of the way. Come experience the GreenRock difference.

We are an independent registered investment advisory firm, serving as fiduciaries dedicated to supporting affluent and high-net-worth individuals. Our primary aim is to strategically invest in ways that empower our clients to achieve their long-term financial goals.

Navigating Investment Success with Independent Expertise

Client-Centered Success

The individual clients we serve include corporate executives, health care professionals, entrepreneurs, and retirees. We are aligned with our clients. We do better when our clients do better.

Independent Advice, Free from Hidden Fees

We craft your investment strategy with your goals in mind, steering clear of hidden fees and commissions. By keeping our process independent, we can help optimize your returns by minimizing unnecessary expenses.

Honest Insights, Genuine Care

We invite you to explore how GreenRock's unique and insightful qualities drive what we do. We firmly believe that genuine care involves honesty—telling the truth rather than catering to what people want to hear. This principle often stands out as rare in our industry.

Committed to You

Freed from larger firms’ bureaucracy, we prioritize a select clientele. This allows us to offer agile and focused attention to those we serve.

Assets are securely held at our partner custodian, Charles Schwab.

Strategic Thinking

Our philosophy revolves around supporting clients in realizing their long-term aspirations, allowing us to adopt a forward-looking and long-term strategic approach to your investment strategy.

Unbiased and Transparent

Our business model prioritizes transparency to minimize any conflicts of interest—no commission products or inherent biases in our recommendations. The only interest we have in our guidance and recommendations is what is in your best interest.

Delivering Value

We retain our strategic investment strategy in-house. In addition, emphasizing cost-effective investment vehicles, we reduce expenses by minimizing actively managed mutual funds and other high cost products.