Investments, savings, and keeping track of your wealth can seem incredibly daunting. It might be tempting to put off these important conversations, but Green Wealth Management Group is here to help you feel confident in what matters most — no matter how big or small. Sean Wenham, Senior Wealth Advisor with Green Wealth Management Group, gave us the scoop on how Sean and his team work and the undivided care and attention they pour into their clients and their goals.
As a Harvard graduate (and former hockey player for the Harvard team!) as well as a member of the Board of Directors for the Excelsior Lake Minnetonka Chamber of Commerce, Sean brings both high-level expertise and a genuine understanding of the community and his clients’ needs. Sean and his team are the kind of partners you want in your corner when it comes to investing in your future.
The best advice from Sean? It’s never too late, or too early, to start thinking about retirement, wealth management, and beyond. And with trusted advisors in your court from Green Wealth Management, the process has never been easier or more tailored to your goals and dreams. Because Green Wealth Management is a collection of independent wealth advisors, the focus can solely be on the clients. “We don’t answer to upper management, and we aren’t influenced by corporate culture,” says Sean. “We're able to run our practice however is most effective. We are customer-focused, for you, the client. We are truly here to make a difference.”
Currently, Green Wealth Management has offices in downtown Wayzata, Eagan, Edina, Woodbury, Owatonna, and Boca Raton, Florida, with 20 wealth advisors ready to help. “Part of what you're able to get with this program is access to phenomenal resources,” says Sean. “This allows us to react to different client backgrounds.” Green Wealth Management is able to tap into Wells Fargo FiNet’s vast resources, and this allows the advisors to provide guidance and services for all kinds of unique situations. “For example, my specialty is ultra-high net worth wealth, and I knew that I would be able to utilize resources tied to trust and estate planning so I can offer the best solutions for my clients,” explains Sean.
Green Wealth Management also sits apart because the advisors can focus on their clients in a real way. “We go through a discovery process, and we have seen people learn so much more about themselves,” says Sean.
“When we start to drill down into their goals, we begin to understand their values as people, and we are then able to create a plan that is meaningful to them. They know that this team with Green Wealth Management knows where they want to end up, so we are fully in tune with their vision from the start.”
Understanding the values of their clients is more than just good for business. For example, when volatility may strike the market, Green Wealth advisors know how to handle that communication and messaging for their clients, each in a different way, based on what matters most to them. “To help people feel better in volatility, we need to tap into their emotions. Because we have our discovery session and we can understand your ultimate vision, I can be better prepared to help you navigate if things need to change or be proactive and reassure you that we know what your goals are, and you are going to be okay,” says Sean. “Support and communication in this kind of a relationship is crucial.”
While it’s never too early or too late to start thinking about topics such as retirement and planning for the future, Sean stressed how essential it is to have a professional in your corner, especially if retirement is in the very near future. “We love to talk to people and get phone calls,” says Sean. “There is value in having insight from a wealth advisor when making choices about the future.”
If you haven’t already, consider making it a goal this year to settle in and discuss your investment options, wealth planning, and align your financial goals with trusted advisors to give you the peace of mind you deserve. The advisors at Green Wealth Management are here to listen and find solutions, and they are only a phone call away.
For more information about Green Wealth Management Group, the solutions they offer, and for contact information, visit greenwmg.com/sean-wenham
We don’t answer to upper management, and we aren’t influenced by corporate culture. We're able to run our practice however is most effective. We are customer-focused, for you, the client. We are truly here to make a difference.