General Info

Greenleaf & Burleson Wealth Management, LLC provides comprehensive financial counseling and innovative investment advice to a select group of private clients, institutions and endowments. Working in partnership, we serve as our client's Chief Financial Officer. We listen to our clients and help them become great stewards of their wealth. Our open architecture approach enables us to make unbiased recommendations from the universe of investment options. We invite the most complex and challenging situations. This web site is for informational purposes only and does not constitute a complete description of our investment services. This web site is in no way a solicitation or offer of investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists.