GreenUp Wealth Management - Crunchbase Company Profile & Funding

Overview

GreenUp Wealth Management

Heat Score

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Score

Trend

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About GreenUp Wealth Management

CB Rank

1180067

GreenUp Wealth provides personalized financial planning and wealth management services.

Private

Overland Park, Kansas, United States

1-10

greenupwealth.com

Advice

Retirement

Wealth Management

Details

Legal Name

Greenup Street Wealth Management LLC.

Operating Status

Active

Company Type

For Profit

About the Company

GreenUp Wealth offers comprehensive financial planning services aimed at helping investors build and manage their wealth effectively. The company specializes in creating personalized financial plans that encompass investments, taxes, insurance, and estate planning. With a focus on serving both pre-retirees and retirees, GreenUp Wealth leverages the

expertise of its team, including certified financial planners and investment advisors, to guide clients towards achieving their retirement goals. The services extend to customized retirement planning, investment strategy formulation, insurance solutions, and tax optimization, all tailored to meet the individual needs of each client. GreenUp Wealth emphasizes real advice from real people, backed by years of experience in the financial services industry.