Our core belief is that the financial services industry is inherently broken: managers that charge excessive fees for in-house products and whose interests are misaligned with the clients’ are all too common. Our singular focus is remaining independent and objective while promoting your best interest.
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The Entrepreneur's Wealth Advisor
Green Square Wealth Management is a multi-family office servicing over 120 families, institutions, and endowments across the United States. We focus on controlling the dichotomy between risk and return, as well as the ancillary factors outside the portfolio, to create long-term wealth and peace of mind.
What We Do
Our Services
INSTITUTIONAL ASSET MANAGEMENT
We provide investment solutions for an array of institutions, including, but not limited to, endowments, foundations, charities, and post-employment retirement plans.
FAMILY OFFICE
Green Square prides itself on understanding the intricacies of wealth, and we act as an outsourced chief financial officer for all family-office clients.
WEALTH ADVISORY
Clients have the benefit of institutional asset management tailored to their individual needs and concerns, comprehensive reporting, year-end tax reporting, and secure portal access.
The Green Square Promise
Our investment process is pragmatic, objective, and straightforward -- a refreshing approach when compared to the typical Wall Street firms. We spend as much time as it takes to educate our clients on the art of reconciling potential returns with possible risks. Through education and earnest conversation, we strive to help you realize your desired objectives without compromising your comfort level.
Who We Are
Founded by former Goldman Sachs senior professional Darrell Horn, Green Square Wealth Management offers independent, boutique wealth management focusing on cash-flow oriented investment strategies that create long-term value. We serve the needs of approximately 120 families and institutional clients across the United States and manage approximately $2.5 billion in client assets.
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News & Events
Green Square Wealth Management joins HighTower
February 14, 2019 / PRNewswire
HighTower today announced that Green Square Wealth Management, a fee-only investment advisor and multi-family office headquartered in Memphis, Tenn., will join HighTower’s growing community of partner firms. With approximately $2.6 billion in client assets, Green Square Wealth Management serves ultra-high net worth families and institutional investors across the United States. Through its relationship with HighTower, Green […]
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Legal & Privacy
Web Accessibility Policy
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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