Broker Check

Heck yeah, we're exclusive.

Greenlight is an introduction-only financial management group.

Heck yeah, we're exclusive.

Greenlight is an introduction-only financial management group.


It takes little extra effort to go one step further and make clients feel at home and valued. So why wouldn't we?


We keep our membership pool as tight knit as our company. We enjoy working with good people because the better experience we have day-to-day, the more energy we have to better serve our clients and our families.

We focus intently on fostering meaningful friendships, and making sure each one of our members feels important–because they are to us. We take pride in celebrating milestones, inviting clients to special events, and asking about their children by name (even the furry ones).

Just a few of the perks you'll get.

Our Process


A simple, easy-to-follow client onboarding process.

Our History


An invite to our Annual Social and biggest event of the year. An evening of cocktails, entertainment and familiar company where clients get to meet with us, network with fellow community members, and let loose.

Our Values


Quarterly email updates with key insights of current market conditions, so we're all on the same page.

Our Process


Access to a pre-vetted community of hardworking professionals where personal introductions are commonplace.

Our History


Client dinner events. Share your evening with us to stay updated on market updates, ask direct questions, and mingle with other members.

Our Values


Networking opportunities to rub elbows with folks and professionals just like you.

Have a personal introduction?

Send us an email with the name of your contact and we'll be in touch.