The “Three M’s” – Music, Mindfulness, Money
Greene & Company harnesses the power of these three powerful elements to bring you a unique approach to personal money management. Starting where you are today, we identify and then focus on your short-term and long-term goals. Our strategy is to create solutions for each of your specific financial needs by planning for the future.
Welcome to the Greene & Company family!
We are committed to your financial peace of mind...
As a Registered Investment Advisor, we manage assets by using an investment strategy that aims to protect clients’ profits. With stock investments, we do this by selecting companies whose stock price is increasing in value at an accelerating rate year over year, and only selling those stocks if their share price declines by a certain percentage from the “high” price point.
As a CPA Financial Planner, we help you to transition into the future intelligently, taking into consideration the tax and investment implications of any proposed financial plan.
The unique marriage of these two professions offers you a rare opportunity to engage the services of a firm that aims to invest your money successfully and also understands the tax ramifications of your investment activities. Both of these advantages are offered within a financial plan tailored to your own specific requirements.
Harmonic Investing Podcast
with Doug Greene, CPA
“Using the 3 M’s to make sound financial decisions”
Welcome to Harmonic Investing, a podcast about bringing the different pieces of your financial life into alignment.
Whether you’re building wealth, preparing for retirement, or simply looking for a better way to think about your finances, these episodes set the stage for conversations designed to help you make more informed decisions and create greater financial harmony.
Our Services
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Investments and Wealth Management
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Retirement Planning
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Income Tax Preparation
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Comprehensive Financial Planning
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Insurance Planning
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Body Mind & Spirit