Greenline Wealth Management

Greenline Wealth Management, based in Boca Raton, FL, is a financial advisory firm committed to helping individuals and businesses achieve their financial aspirations. They provide comprehensive financial advising and investment services tailored to each client's unique needs. Their team specializes in individual financial planning, investment management, and legacy planning, including wealth transfer solutions and risk management. They also offer executive benefit solutions and vendor selection services. Greenline provides specialized investment management for retirement plans under ERISA guidelines.