Green Wealth Management Group was founded in 2021 by Alan Green, CFP®, CPWA®, CPFA, Lori Dossantos, CRPC®, CPFA and Drew Heatley, CFP®, CRPS®, CPFA.

As an independent wealth advisory firm, we are dedicated to helping successful individuals , families, and business owners plan for their best financial future. Our highest aspiration is to create a comprehensive and tailored financial strategy for our clients by using accumulated wisdom, detailed analysis, and cutting-edge technology to capitalize on their opportunity ahead.

Striving for excellence in all areas, we provide objective advice, customized solutions, and the peace of mind that your financial affairs are being managed by professionals with integrity, experience, and acumen. We are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Adviser.

The advantages we offer are realized through our in-depth planning process and the synergy of our team members’ differing specialties. We begin each relationship by getting to know each client as a person – and to truly understand their current needs and future ambitions. 

Please see www.gwmgllc.com for important related disclaimer.

Green Wealth Management Group

Org chart

Teams

Offices