About Us
Your Partners in Financial Clarity
GreenePoint Partners was founded on the belief that everyone deserves a clear, comprehensive financial plan — and the expert guidance to bring it to life.
Who We Are
Our Story
Based in Charlotte, North Carolina, GreenePoint Partners was created to offer a boutique wealth management experience that puts clients first. We coordinate, organize, and simplify the many components of your wealth management plan.
Our team brings decades of combined experience in financial planning, investment management, retirement strategies, and estate planning — all under one roof.
Meet Our TeamYour Financial Network
A Coordinated Approach
We are your single point of contact for all of your financial matters. Our coordinated network results in a unified solution that enables you to focus on what is most important to you. By overseeing your entire financial picture, we maintain a deep understanding of your entire financial life to provide you with the resources to address the complexities of your situation. Each of our partners has clearly defined roles and responsibilities providing accountability and clarity. Our partner organizations combine the credibility of globally-recognized financial firms with local, independent partners working together for you.
What We Stand For
Our Core Values
Client-Focused
Every recommendation we make starts with your unique goals, circumstances, and aspirations. Your financial plan is never one-size-fits-all.
Transparency
We believe in complete clarity around fees, strategies, and outcomes. You'll always know exactly where you stand and why we recommend what we do.
Integrity
As fiduciaries, we are legally and ethically bound to act in your best interest — and we wouldn't have it any other way.
Education
We empower our clients through education, helping you understand the 'why' behind every financial decision so you can move forward with confidence.
Ready to Get Started?
Schedule a complimentary introductory conversation and discover how we can help bring clarity to your financial life.
Schedule a Conversation