Empowering ourselves so we can Empower others
For unto whomsoever much is given,
of him shall be much required.
We areGreenRose
Who We Are
We are a full service, family office located in Pittsburgh, Pennsylvania. We believe in taking a client-focused, holistic approach to financial planning by utilizing superior resources to resolve your unique financial needs.
What We Do
We were birthed from a desire not to just simply complete tasks, but to empower our clients with the abilities to make better financial decisions. Our goal is to break habitual chains that have been holding your legacies back for years.
Our Services
Wealth Management
- Customized portfolios based on goals, risk tolerance, and time horizon
- Tactical rebalancing and diversification strategies
- Transparent, fee-only structure with fiduciary guidance
- Access to traditional and alternative investments
- Ongoing performance monitoring and reporting
Tax & Estate Planning
- Coordination with your CPA and attorney to reduce tax burdens
- Estate structures for wealth transfer and asset protection
- Multi-state income planning for mobile professionals
- Trust strategies and estate liquidity planning
- Charitable giving optimization (DAFs, CRTs, foundations)
Cash Flow & Liquidity Planning
- Personalized budgeting based on irregular income streams
- Planning for major life expenses: homes, education, family support
- Emergency reserve and liquidity management
- Strategies to make idle cash work harder
- Forecasting tools for short- and long-term goals
Executive Compensation & RSU Strategies
- Detailed analysis of RSUs, stock options, and deferred comp
- Tax-efficient stock sale planning and diversification strategies
- AMT mitigation and tax-loss harvesting
- Navigating blackout windows and concentrated stock risk
- Pre- and post-vesting decision support
Athlete & Coach Advisory
- Pre-draft and contract negotiation financial modeling
- Transition planning during trades, coaching changes, or retirement
- Income planning around bonuses, incentives, and endorsements
- Relocation support and state-specific tax planning
- Coordination with agents, attorneys, and insurers
Philanthropy & Legacy
- Set up and manage donor-advised funds and private foundations
- Integrate charitable giving into your financial plan
- Family legacy conversations and education
- Multi-generational estate and wealth transfer strategies
- Philanthropic mission alignment and impact tracking
How We Plan: CFP®-Aligned 7-Step Process
Understand the Client’s Personal and Financial Circumstances
- In-depth discovery around career, family, values, and goals
- Review of assets, liabilities, income sources, tax returns, and estate documents
Identify and Select Goals
- Clarify short-, mid-, and long-term financial goals
- Prioritize based on importance, feasibility, and timing
Analyze the Current Course of Action
- Evaluate current investments, insurance, estate structure, and compensation packages
- Run scenario analyses to assess whether goals are achievable
Develop Financial Planning Recommendations
- Construct tailored solutions across wealth management, tax, retirement, and risk areas
- Optimize RSUs, coach/athlete-specific income streams, and charitable strategies
Present the Financial Plan
- Use clear visuals and modeling tools to illustrate the path forward
- Walk clients through assumptions, risks, and decision points
Implement the Plan
- Coordinate across your advisory team—CPAs, attorneys, agents, and managers
- Monitor timelines for actions like stock vesting, trust setup, or insurance updates
Monitor Progress and Update
- Regular reviews of financial progress, investment performance, and life changes
- Adjust strategies proactively as new opportunities or risks arise
Our Philosophy
At GreenRose Wealth, our planning model is rooted in the CFP® Board’s best practices—ensuring every recommendation is grounded in a comprehensive, ethical, and fiduciary-driven process. We don’t just manage money—we design financial lives.
Servant Leadership
At GreenRose Wealth Management™, we believe in having a single point of contact for your financial well-being facilitated through servant leadership. What does that look like? One leader dedicated to your complete financial wellness coordinates the execution of your planning through strategic services from a team of experts. You can rest assured knowing that our team is both educated and experienced.
Team Certifications
