We are committed to maintaining the highest standards of ethics and professionalism in our relationship with you. By providing independent investment advice, we focus solely on serving your needs and acting in your best interest at all times.
For over two decades we have demonstrated the skills and knowledge to manage money during some of the most challenging economic times. We strive for the exceptional client experience and believe that objective financial guidance benefits everyone.
We develop, implement, and monitor diversified strategies that are designed to address your individual situation. By providing a comprehensive approach to financial planning, we assist you in working toward financial independence.
Our mission is to be your trusted advisor dedicated to making your financial goals a reality. For over twenty years, we have worked with individuals, families and businesses to deliver personal services and to deliver strategies with the objective of preserving and managing wealth. Wintergreen Financial Group was founded with the goal of assisting our clients in every aspect of financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Five phases to changing unhealthy behaviors.
Keys to preparing to grow wealthy together.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
This checklist can give you a quick snapshot of how prepared you are.
Tax preparation may be the perfect time to give the household budget a check-up.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Do you have causes that you want to support with donations?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Learn about cyber liability insurance in this entertaining video.