Green Street Capital

Our Story

At Green Street Capital, LLC, we understand the importance of comprehensive financial planning. That's why we've partnered with HKFS to offer a unique approach to wealth management that integrates investment, insurance, and retirement planning with tax planning. Our team of experienced professionals has over 150 years of combined experience and a deep understanding of the complexities of financial planning.

Our Approach

Our financial planning process begins with understanding what's important to you. We listen, assess, and discuss tax-efficient, financial strategies that align with your goals and values. With our collaborative approach, we work closely with you to develop a comprehensive financial plan that incorporates taxes, investments, insurance, retirement, and estate planning.

Our Services

At Green Street Capital, LLC, we offer a range of services designed to help you achieve your financial goals. Our services include:

• Asset Management: Our experienced investment advisory committee navigates the nuances of the market landscape to provide a customized investment strategy tailored to your unique needs and goals.
• Retirement Planning: We help you review your retirement plan and ensure you're on track for a comfortable retirement.
• Insurance Planning: We offer a full risk assessment and provide advice to protect you, your family, and/or your business from unexpected events.
• Estate Planning: We help you build, manage, and preserve your wealth with a full range of strategies and solutions.
• Tax Planning: We provide valuable advice on tax-efficient strategies to minimize your tax liability and maximize your wealth.

Meet our Team

At Green Street Capital, LLC, we're proud to have a team of experienced professionals with a deep understanding of financial planning. Our team includes:

• Marcia M. Lewis, CPA/PFS, CFP: Partner and experienced financial planner with a passion for helping clients achieve their financial goals.
• W. Thomas Cooper, CPA/ABV: Partner and experienced financial planner with a focus on investment and insurance planning.

We believe that financial planning should be a collaborative process that combines the expertise of dedicated professionals with the unique needs and goals of our clients. At Green Street Capital, LLC, we're committed to providing personalized service and expert guidance to help you achieve your financial goals.