NetworkยทFamily Office
๐ CHICAGO, IL
SEC CRD #801-132672
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
JAMES PETITPREN
MANAGING MEMBER AND CCO
๐ (312) 952-6550
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AUM
$260M
Location
CHICAGO, IL
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