GreenUp Wealth Management

GreenUp Wealth Management is a financial planning and investment firm that connects money decisions with personal well-being. Its services include financial planning, investment management, tax strategies, retirement saving, protection, legacy and estate planning, and risk management, and clients can also use the firm's wellness tools alongside their plans. Each plan is built around the client's goals and values.

To get started, prospective clients can reach out through the website or by phone to set up a conversation. The firm has offices in several states, including its Overland Park location, and lists additional advisors in other cities. Clients can also join a community the firm runs for ongoing financial and personal progress, with support and accountability built in.