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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. 

A Critical Combo: Life Insurance with Long-Term Care Benefits

Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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Medicare or Medicaid?

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Financial Tools That Can Help Americans with Disabilities

Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.

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IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Savings Accumulation

Estimate the future value of your current savings.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Credit Card Debt

How Long Will It Take to Pay my Balance?

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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