We are a team of financial advisors providing individuals, families, business owners and institutions with investment and wealth management services. Since 1999, we have served as a trusted professional to our clients to help them achieve their financial and lifestyle goals, with client assets growing to over $1 billion. We act as fiduciaries, building long-term relationships based on trust, integrity, transparency and exceptional client service.
We combine our team’s decades of experience with the strength and resources of RBC Wealth Management, while maintaining the accessibility and personal attention of a dedicated advisory team.
$1.5+ billion in assets under management
Significant experience managing wealth across generations, markets and changing financial environments.
~215 Client families An intentionally focused practice designed to preserve the personal relationships and high level of service our clients value.
Nationally Recognized Forbes Best-in-State Wealth Management Teams 2023, 2024, 2025, 2026 Independent recognition of the team we've built and the clients we're privileged to serve.
Planning before portfolios. Every investment decision begins with understanding your goals, your family and the life you want your wealth to support.
Active investment management. We manage individual stock and bond portfolios using a disciplined, research-driven investment process.
Tax-considerate investing. Taxes are considered throughout the investment process.
Personal relationships. Every client has a primary advisor backed by a dedicated team and the resources of RBC Wealth Management.
The clients we work best with are successful individuals and families who value thoughtful advice, disciplined investment management and long-term relationships. They want to understand the important financial decisions that affect their future - but they don't want managing their wealth to become another full-time job. Whether you're preparing for retirement, enjoying retirement or managing significant family wealth, we help bring clarity to financial complexity.
Choosing a financial advisor is an important decision.
We believe the best relationships begin with a conversation.
We'd welcome the opportunity to learn about your goals, answer your questions and discuss whether Green & Henwood is the right fit for you.
Learn more about us.
We are proud to be recognized by Forbes in the following years as a Best-in-State Wealth Management Team.
As a wealth management team, it is gratifying to have multiple team members, recognized with industry awards because it means we are serving our clients well. We are very proud to have received the following prestigious awards.
Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.
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