NetworkยทFamily Office

Greenstone Belt Wealth Advisors, LLC

Unclaimed

๐Ÿ“ CHICAGO, IL

Family Officebusiness services
www.greenstonebelt.com โ†—

SEC CRD #801-132672

About

Retirement Planning & Asset Allocation | GreenStoneBelt Wealth CUSTOM STRATEGIES BUILT AROUND WHAT MATTERS MOST From growth to legacy, we're here with professional guidance every step of the way. Our Mission Forging a Path Together We prioritize humility, respect, and attentiveness, valuing every dollar invested. Honesty and courage guide us in delivering essential insights, seeking to ensure your wealth's preservation and growth. We craft strategies with comprehensive short and long-term plans Helping You Seek to Build Your Future Wealth Our educational approach takes the mystery out of investing, estate conservation strategies and seeking to ensure wealth. dedicated to your success" /> Experienced Teams dedicated to your success We are committed to providing the highest level of service that stands apart from the rest. for Every Need" /> Financial Solutions for Every Need We offer comprehensive wealth management and retirement strategies. Strategy with Intention At Greenstone Belt we architect bespoke strategies for people whose lives demand discretion, depth, and direction. Our process is not about checking boxes. It s about aligning every financial decision with something far more important: your vision or what we as a team refer to as your goals, wants and wishes. Learn More Lifestyle Design Your life is deliberate your financial strategy should be, too. We craft investment plans designed to support and elevate the lifestyle you've built, allowing you to move through the

Key Contact

JP

JAMES PETITPREN

MANAGING MEMBER AND CCO

๐Ÿ“ž (312) 952-6550

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Geographic Focus

ilunited states
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AUM

$260M

Location

CHICAGO, IL

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