Independent Advice to Guide and Grow Our Clients

Green Drake™

Customized Wealth Management Solutions

Our thoroughly researched strategies are custom designed for each client based on their risk tolerance, financial goals, and objectives.

Since no two clients are alike, we delve deep to learn what’s important. Our hands-on approach permits us to custom structure planning, investment, and business solutions applicable for each circumstance and optimizes each client’s unique retirement and estate planning needs.

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