Green Square Wealth Management

Green Square Wealth Management

Green Square Wealth Management was founded in 2001 and is headquartered in Memphis, Tennessee. The firm operates as a registered investment adviser, providing wealth management and advisory services to individuals, high-net-worth families, and business entities. Its service model integrates investment advisory with trust and estate planning and tax planning, reflecting a traditional private-client orientation common among boutique Southeastern wealth practices. The firm's investment approach is grounded in financial planning and fiduciary advisory rather than proprietary fund management. It does not publicly advertise a discrete asset-allocation framework or in-house investment products, suggesting a reliance on third-party manager selection, model portfolios, or bespoke separately managed accounts. Geographic focus is regional, centered on the Memphis metropolitan area and the broader Mid-South, though the firm is registered to serve clients across multiple states. Scale and team size are not publicly disclosed. The firm maintains a low online profile with no LinkedIn presence captured, consistent with a small, founder-led practice that grows through professional referrals rather than institutional marketing. No adjacent philanthropic vehicles, real-asset arms, or operating businesses are publicly associated with the firm. Structurally, Green Square differs from national RIA aggregators and bank-trust departments by remaining independent and boutique. Its continued operation as a standalone firm after more than two decades in an industry marked by rapid consolidation is itself the differentiator — suggesting a durable local client base and a succession model likely tied to the founding generation.