MISSION STATEMENT
To be our client's most trusted financial partner, always acting in their best interest to achieve, and surpass, their personal and financial goals.
Why Greenhouse?
you.
the highest.
the protected growth of your wealth.
TO ENSURE THAT...
We minimize conflicts of interest and have no hidden agendas.
We help you develop a customized financial plan that will simplify your life so you can focus on what matters most.
We "grow responsibly", using low-cost investment solutions so you keep more of what you make.
We genuinely care - about your family, their wellbeing, and their financial independence.
WHO WE ARE
Greenhouse Wealth Management, LLC is an independent Registered Investment Adviser operating in the State of Connecticut. Founded in 2016 by Ryan W. Callas, CFP®, Greenhouse delivers highly customized and effective wealth management and financial planning strategies to individuals, families, and businesses.
Established with the conviction that clients long for a trusted fiduciary to grow wealth simply, steadily, and comprehensively, Greenhouse merges expertise and success in goals-based investing, portfolio management, insurance, tax-efficient investing, wealth transition planning, income strategies, budgeting, and risk management.
Greenhouse Wealth Management, LLC has partnered with Charles Schwab & Co., Inc. as its primary custodian for client assets. This partnership provides clients with the safety and security of one of the largest, most trusted financial institutions while benefiting from the highly personalized “family office” approach Greenhouse is proud to offer. The delivery of client statements, tax forms, web access, mobile banking, 24/7 customer service, and SIPC Insurance will all be administered by the custodian.
ABOUT US
RYAN W. CALLAS, CFP® President
At the foundation of Greenhouse Wealth Management is this belief: putting the client’s interest at the center of every decision. Always.
That conviction is essential in empowering Ryan to achieve financial security for his clients, both as President at Greenhouse and formerly as Vice President at Fidelity Investments.
The seeds of that success, and that of Greenhouse, go back many years, and help to explain the company’s name. Inspired by Victoria Callas, Ryan’s mother – an avid gardener, Greenhouse takes its name to honor a woman who not only nurtured growth in the garden, but who nurtured those around her with warmth, kindness, and generosity.
Victoria's passion for helping others in meaningful ways was instilled in Ryan. Today, he and Greenhouse have the tremendous honor of serving clients in a significant and deeply impactful role – ensuring their financial security with greater peace of mind.
MADISON SAM, Senior Operations Manager
Madison has been an integral part of Greenhouse since joining the firm in 2017. As Senior Operations Manager, Madison’s responsibilities include client service, compliance, and developing strategies to continuously improve the value we provide. Madison is passionate about building relationships with clients and ensuring they have the best experience possible. She is extremely hardworking, has a keen eye for detail, and feels a deep sense of responsibility in her work. Madison’s talents for event planning and design also shine through every year at Greenhouse’s much-anticipated client appreciation dinner.
Madison graduated from the Honors Program at Western Connecticut State University with a Bachelor of Science degree in Finance. Outside the office, Madison enjoys spending time with her family, traveling, and staying active.
BUSINESS BELIEFS
WE BELIEVE more money is lost overlooking important details than gained choosing spectacular investments.
WE BELIEVE costs matter, so low-cost index investments are core holdings.
WE BELIEVE in the courage to say “I’m not sure of the answer, but I know how to find it."
WE BELIEVE every client deserves an independent financial advisor, bound by a fiduciary oath to put their interests first.
WE BELIEVE you should enjoy wealth throughout your lifetime.
WE BELIEVE in scrupulous tax planning, to maximize portfolio performance.
PLANNING CAPABILITIES
IF YOU HAVE FINANCIAL GOALS AND LOVED ONES YOU CARE ABOUT, YOU NEED A PLAN.
HERE ARE SOME OF THE AREAS WHERE GREENHOUSE CAN HELP:
• Asset Allocation
• Risk Management
• Rebalancing
• Tax-Efficient Investing
• Income & Withdrawal Strategies
• Longevity Planning
• Retirement Accounts
• Trusts & Estates
• Divorce & Legal Separations
• Education & Custodial Accounts
• Charitable Giving
CONTACT US
PHONE
203-561-5002
ADDRESS
8 Wright Street
Suite 107
Westport, CT 06880