News &
Insights

03.13.2023

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.

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01.27.2023

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.

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10.06.2022

Green Wealth Management 1st Annual Retreat

This past weekend, Green Wealth, took the opportunity to work on our business rather than in our business.

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07.18.2022

Green Wealth Management Group 2022 Mid-Year Newsletter

It’s no doubt that 2022 has presented challenges for most investors.

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05.02.2022

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.

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04.29.2022

Happy Anniversary to Green Wealth Management Group

Green Wealth celebrated their one year anniversary as independent advisors with a ribbon cutting and open house

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01.05.2022

Green Wealth Management Group End of Year Update

Looking forward to seeing clients in 2022!

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09.24.2021

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

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04.20.2021

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.

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04.16.2021

Introducing Green Wealth Management Group, LLC

We are proud to announce the formation of Green Wealth Management Group, LLC

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04.16.2021

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 ...

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