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Green Square Wealth Management
949 South Shady Grove Road, Memphis, Tennessee, United States
About the Green Square Wealth Management
Green Square Wealth Management is a finance institution located at 949 South Shady Grove Road, Memphis, Tennessee, United States. We are a multi-family office serving over 120 families, institutions, and endowments across the country. Our focus is on managing the balance between risk and return, as well as other factors outside the portfolio, to build long-term wealth and provide peace of mind for our clients.
We believe that the financial services industry is flawed, with many managers charging excessive fees and having misaligned interests with their clients. That's why we remain independent and objective, always putting our clients' best interests first.
We offer investment solutions for a variety of institutions, including endowments, foundations, charities, and retirement plans. As an outsourced chief financial officer for family-office clients, we provide personalized institutional asset management, comprehensive reporting, year-end tax reporting, and secure portal access.
Our investment process is pragmatic, objective, and straightforward, offering a refreshing alternative to traditional Wall Street firms. Founded by former Goldman Sachs senior professional Darrell Horn, Green Square Wealth Management focuses on cash-flow oriented investment strategies that create long-term value. We manage approximately $2.5 billion in client assets and serve clients nationwide.
In partnership with HighTower, we continue to provide fee-only investment advisory services to ultra-high net worth families and institutional investors. Join us at Green Square Wealth Management for a personalized approach to wealth management that prioritizes your financial well-being and long-term goals.
949 S Shady Grove Rd Suite 401, Memphis, TN 38120, United States
Opening hours of Green Square Wealth Management
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
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