Green Bridge Wealth Management

Specialties

Green Bridge Wealth Management’s services include: Comprehensive Financial Planning, Hourly Consulting, Investment Management, Retirement Planning, Education Planning, Estate Planning, Tax Planning, Socially Responsible Investing, Comprehensive Financial Planning, International Estate and Financial Planning, Risk Management (Life, disability, and long-​term care insurance).

Securities and Advisory Services offered through LPL Financial LLC, A Registered Investment Advisor, Member FINRA (www​.finra​.org) /​SIPC (www​.sipc​.org). For a list of states in which we are registered to do business, please visit www​.green​bridgewealth​.com. Third party posts found on this profile do not reflect the views of LPL Financial LLC and have not been reviewed by LPL Financial as to accuracy or completeness.

History

Established in 2008.

Green Bridge Wealth Management LLC was founded with the goal of assisting our clients in every aspect of their financial lives. Our principle goal is to help our clients construct bridges to a greener future. Our definition of «Green» is multi-​faceted. It signifies a wealthy, abundant, prosperous future as well as one that respects our environment, and enhances and preserves it for our children and grandchildren.

Meet the Business Owner

Catherine V.

Business Owner

At Green Bridge Wealth Management LLC, Catherine works closely with her clients to educate and empower them in regards to their financial means and objectives.

Catherine has 20 years of experience in the financial services industry, including Lehman Brothers, Smith Barney, Credit Suisse, Pioneer Investments, and AlphaMotives.

She is a Certified Financial Planner (CFP ®), and a Chartered Alternative Investment Analyst (CAIA). She is a Registered Insurance Representative, and is Series 7, 24, and 66 registered with LPL Financial LLC. Securities and Advisory Services offered through LPL Financial LLC, a Registered Investment Advisor, Member www​.FINRA​.org/​w​w​w​.​S​I​P​C.org.