Greenbush Financial Group, LLC
Greenbush Financial Group, LLC is an independent registered investment advisory firm headquartered in Albany, New York. Founded in January 2000 by David Wojeski, it specializes in fee-based financial planning, investment management, and employer-sponsored retirement plans. The firm manages over $605 million in assets for individuals and businesses across the US. Its team includes Certified Financial Planners (CFPs) and Certified Public Accountants (CPAs), providing comprehensive services including retirement planning, tax strategies, estate planning, and asset management. Greenbush serves clients nationwide, focusing on building long-term relationships with a tailored, client-first approach.
Investment Strategy
Greenbush Financial Group employs a top-down macroeconomic approach to actively manage client portfolios, focusing on financial stability and growth. Their investment process is tightly integrated with comprehensive financial planning, combining tax strategy, portfolio design, and goal-based planning. The firm emphasizes low fees, high-quality investments, and individually tailored asset allocation to support retirement, wealth building, and tax optimization. Clients benefit from direct consultations with CFPs and CPAs, ensuring a holistic and customized investment plan.
Top Holdings
Equity Positions (31)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 14.96% | $39.0M | 63,669 | $550.05 | $612.38 | +$5.0M |
C CGGR | CAPITAL GROUP GROWTH ETF | 8.72% | $22.7M | 517,488 | $37.30 | $43.92 | +$2.7M |
B BND | VANGUARD BD INDEX FDS | 7.27% | $18.9M | 254,791 | $72.14 | $74.37 | +$954.6K |
C CGBL | CAPITAL GROUP CORE BALANCED | 6.16% | $16.1M | 462,521 | $31.94 | $34.72 | +$1.5M |
G GLD | SPDR GOLD TR | 5.60% | $14.6M | 41,089 | $245.80 | $355.47 | +$2.5M |