About IRA Wealth Management of America

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Greene Wealth Management, Inc., a Holden Financial Company, represents the merger of two Shepard subsidiaries, WealthMark Investment Services and Greene Financial Asset Management, Inc. (SFAM).

Green IRA has a long legacy of helping unique individuals and savvy investors and their families by providing unique 401k investment options as well as smart IRA strategies. We offer the best in customer portfolio support and industry-forward techniques to earn safe, higher yields. Our practice includes assisting our customers with the best in retirement account planning. Along with our partners, we provide complete support to more than 352 consultants with a combined $98 million in total assets.

Founded in 1996, WealthMark was a recognized pioneer of the open architecture, fee-based investment management platform. WealthMark’s practice management programs earned industry recognition for its value added support of financial advisers.

Founded in 1985, SFAM has a history of providing innovative investment solutions utilizing advanced asset allocation strategies and 401k management tools.

Together as Greene Financial Wealth Management, we are a leader in meeting the increasingly complex needs of today’s Independent Financial Advisers.

Our goal is simple-to provide you with the tools, training, and support you need to become a more successful adviser. Then, like the hundreds of elite advisers we work with every day, you’ll have everything you need to take your business to the next level.

As a Greene Financial Wealth Management client, you’ll soon discover that our most important relationship is always with you.