Explore Our Comprehensive Financial Services
Our comprehensive financial planning process involves evaluating an individual's current financial situation, setting goals, and developing strategies to work towards those goals for retirement.
We utilize an investment strategy that combines passive and active portfolio management with strategic asset allocation.
Cash Flow and Net Worth AnalysisLife and Long Term Care Insurance
Retirement Income Planning
Estate Planning and Wealth Transfer
About GreenBridge Innovative Advisors
At GreenBridge Innovative Advisors we partner with our clients through each stage of their financial lives. Financial planning is a life-long process that must adapt to the changes in one’s life. Helping clients navigate through all phases of asset accumulation, capital preservation, risk management, and wealth transfer is at the core of what we do.
We can partner with you to make sure you understand all the options that are available. We will help you establish a plan of action for now and in retirement that will be tailored to your personal goals.
We are committed to advising our clients on how to simplify, strategize and personalize their financial lives, investments, and legacy. Our commitment is to provide a high level of service, independent analysis accompanied with thoughtful advice.
Meet Our Team of Financial Professionals
For over 25 years Patrick has been helping clients address their financial concerns. He puts the needs of his clients first by working to ensure they understand their investments and assist them in developing a plan designed with a goal to achieve their financial objectives.
Bob has been a financial advisor since 2000 and holds a Certified Wealth Strategist® certification and is a Retirement Income Certified Professional®. He's equipped with critical knowledge to help manage complex financial issues and solutions faced by high net worth individuals. Bob received his CWS® certificate through the Cannon Financial Institute and his RICP® certificate from The American College of Financial Services.
John assists the team through executing trades given by our advisors, maintaining the website, and organizing information for client meetings. He started in 2020 as an administrative assistant where he generated reports, engaged in marketing research, and completed client data entry.