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Personalized Financial Planning and Wealth Management

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Company Philosophy

Visualize Your Future

At Green Mountain Wealth Strategies we work to get you what you want today,  while preparing for tomorrow. Our job is not just to pad your life for retirement. We understand that your bucket list can't wait until age 65. We specialize in striking a balance between short term and long term goals, so you can live your life now and retire with financial confidence.  Our realistic, open approach allows us to work together to visualize your future, and help you live the life you want.

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Why Us?

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We are a family business focused on providing a balanced approach to assist you with every step along the way. 


We are based in Oregon, Wisconsin and offer services throughout Wisconsin, northern Illinois, northern Iowa and select other states. 

Locked Out? How to Break Into Todays Housing Market

Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

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Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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HOT TOPIC: Employer Open Enrollment: Choose the Benefits That Are Right for You

Open enrollment is your chance to make every benefit count.

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Understanding the No Tax on Tips Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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Credit Card Debt

How Long Will It Take to Pay my Balance?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Lease Payment

How much would your monthly lease payment be?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck