Peace Of Mind is an important aspect of life for which you work hard to enjoy - and we don't take it for granted. We are committed to helping you grow and protect your money so you can focus on enjoying life.
We help bridge the emotional gap between greed and fear and create a plan you can stick with through bull and bear markets.
We will work with you to create a plan to achieve your investment and retirement income goals, work on your behalf to make sure it gets implemented, keep you on the right track at a risk level you are comfortable with, then adjust your portfolio as your financial objectives and plans for the future evolve.
We do not apply hire pressure sales tactics.
We make it easy to follow the performance of your investments and retirement income plan solutions with complete transparency, including:
(1) online account access and statements,
(2) consolidated quarterly performance updates with easy to read goals-based reports,
(3) periodic meetings, and
(4) year end reports.
Lincoln acts as the custodian for the Buffered Annuities that Green Pastures offers clients.
Client annuity contracts are held directly at Lincoln and you have direct access to your contract with complete transparency.
Green Pastures has a fiduciary responsibility to put your needs first, and we have structured our business in a way to do just that. As an independent investment advisory firm, we are answerable only to you and to our commitment to your success.
Green Pastures is a fee-only investment advisory firm, which means we do not work on commission.*
Our advisor fee is 0.50% based on your assets under management which aligns our incentive with your best interest in mind. If your investment portfolio rises, our income rises - if your investment portfolio falls, then our income falls. Fees are charged quarterly, in arrears.
Advisor fees range from 0.50% to 1.00% depending upon the investment model and account size and are charged quarterly, in arrears.
*Except for certain types of annuities, that may be recommended as part of a retirement income and/or overall asset allocation solution, which may include a commission in lieu of a fee.
Leeland F. Gray, Jr. founded Green Pastures in 2003. He is the President and portfolio manager. Leeland attended the University Of Texas at Austin. With over 30 years of investment management experience, he previously worked with A.G. Edwards and Sons and an investment firm in Westport, Connecticut.
He has three adult “kids” - Jannike, Jarrett and Jettke. Outside of his investment business activities, Leeland enjoys coaching, boating/fishing, hiking, working out, and playing pickle ball.
He loves competition, is passionate about coaching, and he gives back to the local communities by coaching. Most recently, Leeland took over as Varsity Head Coach of the St Joseph High School (Trumbull, CT) Girls Lacrosse program in 2016, where he has since led the team to three State Semifinal and two State Championship appearances. Leeland was named Connecticut Class M Coach Of The Year in 2022 and US Lacrosse Coach Of The Year for Connecticut high schools in 2019. He also co-coached CT National Under Armour teams in 2021 and 2022.
Leeland coached youth football from 2005-2010. He coached the offense for the American Youth Football (a.k.a., “AYF”) 7th Grade Aspetuck Wildcats Football Team from Easton-Redding-Weston, CT, that won the 2008 AYF National Championship in Florida.
Green Pastures has established relationships with several highly respected companies that enable us to offer you the investment and retirement income solutions we provide.
Crump is an independent wholesale distributor of life insurance company products.
Through our relationship with Crump, Green Pastures is able to offer clients tax-deferred principal protected income solutions, tax-efficient guaranteed lifetime income solutions and legacy planning solutions from among dozens of the most highly-rated insurance companies in the industry, rated "A-" to “A++” by A.M. Best including, but not limited to, the following companies:
Allianz Lincoln Financial Group Oceanview
American Equity Mass Mutual Penn Mutual
American National MassMutual Ascend Prudential
Athene Met Life Reliance Standard
Corebridge (AIG) National Life Securian/Minnesota Life
Delaware Life Nationwide Sagicor
Global Atlantic New York Life Symetra
Guardian North American The Standard
Integrity Protective Life United Of Omaha
Client annuity contracts are held directly at the insurance companies and you have direct access to your contract with complete transparency.
Vanguard and Fidelity act as custodians for the Green Pastures All Weather Models and Buffered All Weather Models. Their low fee structures help Green Pastures manage your account in the most cost effective manner for you.
Client accounts are held directly at Vanguard or Fidelity and you have direct access to your account with complete transparency.
We have learned that investment management is not simply about managing your money. It is about helping you in the same way we would want to be helped.
We take the time to understand your financial objectives and your emotions around money. We then help you implement investment and retirement income solutions tailored to fit you and your risk attitude.
Our Mission is to help you achieve your long-term investment and retirement income goals at a risk level you are comfortable with – what we call Peace Of Mind Investing.
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Green Pastures Wealth Management LLC | P.O. Box 110475 | Trumbull, CT 06611 | 203.449.9889 | lee@greenpastureswm.com
Copyright 2014 - 2022 Green Pastures Wealth Management LLC. All Rights Reserved.
This communication is issued by Green Pastures Wealth Management LLC ("GPWM"). The material contained on this website is for informational purposes only and GPWM is not soliciting any action based upon such material. It is not guaranteed as to accuracy, nor is it a complete statement of the financial products or markets referred to. Opinions expressed are subject to change without notice. GPWM may maintain long or short positions in some of the financial instruments referred to. Unless stated specifically otherwise, this is not a recommendation, offer, or solicitation to buy or sell a security and any prices or quotations contained herein are indicative only. Material accessible through this website is not to be construed as investment advice, nor does it constitute a representation that the investments described herein are suitable or appropriate for any person. To the extent permitted by law, GPWM shall not be held liable for improper or incorrect use of data or information contained in any electronic publications. Information, data and related graphics contained in electronic publications are not legal documents and are not intended to be used as such. GPWM gives no warranty, expressed or implied, as to the accuracy, reliability, utility or completeness of any information contained in any electronic document. Past performance is no guarantee of future results. GPWM offers no accounting, tax, or legal advice. GPWM is a Connecticut Registered Investment Advisor which may only transact business where it is properly registered, or qualifies for an exemption or exclusion from registration requirements. GPWM accepts clients nationally per applicable state registration regulations and the "de minimis" exception.