Green Family Wealth Management
10427 Clayton Road
#120
St. Louis, MO 63131
Stephen E. Green, CFP
President and Chief Investment Officer
Steve has an MBA from Washington University in St. Louis and a B.S. in Education from Texas A&M University. Steve has 15 years of experience working to help families achieve and maintain financial security. He spent 12 years as a wealth management advisor with two well-known national brokerage firms. Upon recognizing the client benefits of delivering financial advice through a completely unbiased and objective independent platform, Steve founded GREEN Family Wealth Management.
Green is also firmly committed to the community and provides leadership through serving on a number of local community boards, including his position as the immediate past board chairperson at Provident, Inc., a local not-for-profit social services organization.
What We Do
GREEN Family Wealth Management sets itself apart from other financial advisory firms by providing:
Complete independence and objectivity. Because client fees are the only compensation we receive, you can expect independent and objective financial advice. Unlike brokers affiliated with large brokerage firms, our advisors receive no additional compensation from any other source, thus eliminating any potential conflicts of interest.
Comprehensive yet understandable financial plans. Your family’s personal financial plan is the key to your current and future financial security. Our financial plans are prepared by Certified Financial Planners (CFPs) to ensure the highest standards of competency and integrity. We listen closely as we ascertain your dreams, worries, resources and unique family circumstances. We then pull this information together to craft a detailed, understandable and realist financial plan or road map to your family's financial security.
Unparalleled service and communication. Our advisors serve a limited number of clients so that each advisor can maximize their attention and availability to every family he or she serves. We hope to become a part of your family, looking after the financial security and success of your many generations.
Serving Our Clients Needs
We believe that wealth should not be a burden. GREEN Family Wealth Management advisors address a number of common financial needs to ensure your wealth grows over a lifetime, including:
- Wealth Accumulation
- Wealth Preservation
- Income Replacement
- Wealth Transfer
- Tax Minimization
- Gifting Strategies
Our Services
Comprehensive Financial Planning
-
Net worth compilations - Concentrated position planning
- Stock options planning
- Equity benefits planning
- Income planning and projections
- Retirement planning
- College funding planning
- Estate Planning
Investment Planning and Strategy Implementation
- Optimize asset allocation mix to allow for maximum return with minimum risk
- Investment manager selection
- Investment manager monitoring vs. benchmarks
- Portfolio performance reporting
Insurance and Annuity Solutions
- Term insurance
- Long-term care insurance
- Estate planning insurance
Liability Management
- Cost/benefit analysis on all debt
- Regular monitoring of cost and alternatives
Coordination of Financial Specialists
- CPA
- Estate Planning Attorney
-
Lenders
Specialized Plans for Small Businesses
Our Fee Schedule
GREEN Family Wealth Management charges an annual asset management fee based on client assets. These fees are in addition to any fees charged by the investment manager or any fees charged by the custodian in relation to those investments.
Client Assets under management:
Up to $2 million - Annual Fee = 1%
$2-$5 million - Annual fee = 0.75%
Over $5 million - Annual fee = 0.5%
We look forward to your inquiry. Thanks!
Please be aware that Green Family Wealth Management has a portfolio minimum of $500,000 to accept inquiries through this directory.
