2024 Fund Tax Documents
As a courtesy, GWMG has gathered the following mutual fund tax supplements for municipal bond funds, which can be provided to tax professionals to assist in filing returns. Please find the information enclosed in the respective fund company documents. Take note of the state-by-state income allocations for any resident-state income benefits. Please call us with any questions. Green Wealth Management Group does not offer tax advice, please consult with a tax professional.
03.03.2025 — News
Year-End Letter 2024
We're excited to share the GWMG Year End letter, reflecting on 2024 and offering insights for 2025! Thank you to our clients, community, and friends for trusting us as your partners in prosperity. Here's to a new year filled with success, health, and opportunity!
01.23.2025 — News
Harold Webster Smith Small Business of the Year award
GWMG is thrilled and honored to be the 2024 recipient of the Harold Webster Smith Small Business of the Year award. This recognition by the Greater Waterbury Regional Chamber of Commerce highlighted our employee and asset growth, and community involvement over the last 3 1/2 years.
11.05.2024 — News
Green Wealth Management Group welcomes Gordon Brown
Green Wealth Management Group (GWMG), LLC is proud to welcome Gordon Brown as an Insurance Advisor and 8th member of our team.
04.04.2024 — News
Green Wealth Management Group 2024 Year Ahead Letter
We are excited to present the GWMG Year Ahead letter, where we reflect on the events of 2023 and provide our insights heading into 2024! As always, we appreciate the continued opportunity we are given by our clients, community, & friends to provide positive, life-altering advice. As we navigate these dynamic times, we are committed to being our clients’ partners in prosperity, providing personalized strategies to help achieve financial success. Here’s to stepping into a new year together- one filled with prosperity, good health, and exciting opportunities!
01.17.2024 — News
Charitable Planning with IRAs
If the IRS requires you to take a Required Minimum Distribution (RMD) due to your age before year’s end, then consider earmarking some or all of the RMD amount as a charitable distribution. The attached article goes into more detail about the particulars, and lays out a scenario for naming a charity as beneficiary for the IRA’s remainder at passing.
12.05.2023 — News
Green Wealth Welcomes David Richardson!
Green Wealth Management Group is proud to announce that David Richardson has joined the firm as a Junior Client Associate, and represents the 7th team member.
10.18.2023 — News
Green Wealth Management Group held their 2nd Annual Business Meeting and Employee Retreat in New York City
The day was filled with guest speakers from Charles Schwab, Richard Bernstein Advisors, and First Eagle Investments.
10.18.2023 — News
Fund Tax Documents
As a courtesy, GWMG has gathered the following mutual fund tax supplements for municipal bond funds, which can be provided to tax professionals to assist in filing returns. Please find the information enclosed in the respective fund company documents. Take note of the state-by-state income allocations for any resident-state income benefits. Please call us with any questions.
03.13.2023 — News
Green Wealth Management Group 2023 Year Ahead Letter
We are happy to present GWMG’s 2023 Year Ahead letter, in which we analyze 2022’s experience and present our viewpoint for 2023.
01.27.2023 — News
Green Wealth Management 1st Annual Retreat
This past weekend, Green Wealth, took the opportunity to work on our business rather than in our business.
10.06.2022 — News
Green Wealth Management Group 2022 Mid-Year Newsletter
It’s no doubt that 2022 has presented challenges for most investors.
07.18.2022 — News
Green Wealth Welcomes David Kania!
Green Wealth Management Group is proud to welcome David Kania as our newest Wealth Advisor and 7th member of the Green Wealth team.
05.02.2022 — News
Happy Anniversary to Green Wealth Management Group
Green Wealth celebrated their one year anniversary as independent advisors with a ribbon cutting and open house
04.29.2022 — News
Green Wealth Management Group End of Year Update
Looking forward to seeing clients in 2022!
01.05.2022 — News
Green Wealth Management Group, LLC on the move
The team at Green Wealth Management Group, LLC hopes you had a healthy and happy summer season. With autumn upon us, we are pleased to share the following updates
09.24.2021 — News
Sanctuary Wealth has brought Connecticut-based Green Wealth Management Group, LLC into its network
The firm, based in Southbury, Connecticut, manages about $350 million in assets.
04.20.2021 — News
Introducing Green Wealth Management Group, LLC
We are proud to announce the formation of Green Wealth Management Group, LLC
04.16.2021 — News
Green Wealth Management Group, LLC Chooses Partnered Independence with Sanctuary Wealth
Sanctuary Wealth, home to the next generation of elite advisors, is expanding its national footprint into Connecticut ...
04.16.2021 — News
