Investment Management
Our fee‐based advisory team provides our clients with actively managed portfolio that support their overall financial plan. Our top down macroeconomic strategy is designed to assist our clients in achieving financial stability and growth.
Company Retirement Plans
We love employer sponsored retirement plans!! We provide clients with access to 401(k) Plans, Simple IRA’s, Single(k) Plans, SEP IRA’s, and Pension Plans. Our solutions focus on low fees, tax savings, plan design, high quality investments, employee education, and headache free administration.
Financial Planning
Our fee‐based financial planning services provide our clients with retirement projections, college savings, asset allocation, estate planning, insurance analysis, and cash flow optimization. Our clients work with a Certified Financial Planner® to create a personalized financial plan.
About Greenbush Financial
Greenbush Financial Group, LLC is an independent registered investment advisory firm based out of New York that specializes in fee-based financial planning, investement management, and employer-sponsored retirement plans. GFG was established in January 2000 as a traditional wealth management firm, and we currently serve as investment advisors to over $489,000,000 in client assets. In 2016, we made the strategic decision to build a platform that would allow us to deliver our financial planning and investment services to clients all across the country. We now enjoy building long-lasting relationships with our clients across the U.S. as we help them to plan for retirement, build wealth, identify tax strategies, and achieve their various financial goals. We have a team of seasoned professionals that are a pleasure to work with and maintain highly regarded designations within our industry, such as the Certified Financial Planner (CFP®) and/or Certified Public Accountant (CPA) designation.
What Makes Us Different?
Our Client Relationships Start With a Financial Plan
We believe in the power of a well-thought-out comprehensive financial plan that combines tax strategy, investment strategy, and a clear action plan for achieving each of your financial goals. We customize our planning services to meet the needs of each individual client. Some clients engage us for a full comprehensive plan which includes tax planning, retirement planning, investment recommendations, estate planning, and college planning, while other clients desire just a limited-scope plan focused on one or two objectives. For clients who enjoy self-directing their investments, we can welcome the opportunity to provide them with financial planning services via a flat fee engagement.
Tax Expertise
We have a unique advantage when it comes to identifying tax strategies for our clients. Dave Wojeski is not only a partner at Greenbush Financial Group, but he is also the founder and managing partner of the Wojeski & Company CPA Firm, located in our building, which employs over 30 accountants. When we are creating financial plans and managing investments for our clients, we are able to consult with members of the Wojeski & Company tax team to review tax strategies that are incorporated into our client’s plans and also stay on the cutting edge of tax law changes. For clients that engage us for investment management services, many get to enjoy the convenience of having their accountant, financial planner, investment advisor, and 401(K) sponsor all under one roof.
Virtual Financial Planning & Investment Management
We realized back in 2016 that we can provide high-level financial planning and investment management services to clients regardless of where they are located in the U.S. Through the use of Zoom video conferencing and screen sharing, we are able to deliver financial plans and investment services to our clients as if they were sitting across the table from us at our office. The Zoom meetings allow us to develop a trusted relationship with our clients, and they have the convenience of meeting us from the comfort of their own home or office.
Employer Sponsored Retirement Plan
We have developed a niche in providing various types of employer-sponsored retirement plans to companies all over the U.S. Plans range from 401(k), Simple IRA, SEP IRA, Solo(k), Cash Balance Plans, and combination DB/DC Plans. While most investment firms only understand the investment aspect of these plans, we have an in-depth knowledge of identifying the type of plan that best meets the needs of our clients, plan design, plan administration, compliance, and a single point of contact for both employees and our plan sponsors. The right employer-sponsored plan is one of the most powerful tools for business owners to reduce their current tax liability and build wealth.