1211 Bond Street
11 Goose Hill Road
Our mission is to make sure your taxes, investment strategy, and insurance portfolio are in sync with each other.
Many trades, contributions, and distributions in your portfolio affect your tax return. We believe our clients are better served when the whole picture is taken into consideration year-round, not just in a mad dash at year-end or in early April.
Everybody's life is different, and it can be hard to understand how everything fits together. We can help. We will listen, ask questions, and find solutions so you can get back to living your best life.
We want Greenspace Financial to be a safe space for you and your hard-earned money. We look forward to hearing from you soon!
Our portfolio recommendations take academic research, behavioral psychology, and the tax code all into account!
We are happy to review your insurance to make sure you're still covered!