Richard G. Rogers is a Private Wealth Advisor with Green Street Wealth Advisors, where he provides comprehensive full-service wealth management and planning.Ric and his team of specialists identify and help implement financial strategies for theirclients that are aligned with their personal goals, desires, andrisk tolerances to help them live more fulfilling lives and plan for moreimpactful legacies. Ric spent his youth growing up and adventuring in California and Colorado. He attended Westminster College playing two years on the Men's Soccer Team as an Academic All American and graduating with a degree in Finance. He spends his free time cheering on his 4 kids at their soccer games, adventuring with his lovely wife Serity and not taking enough pictures!Comprehensive Services Provided:Investment ManagementRetirement Transition & Income StrategiesEstate Planning & Asset ProtectionWealth Transition DesignsTax Reduction StrategiesFinancial PlanningBusiness Planning & Owner SuccessionExecutive Compensation & Key Person InsuranceEmployee Benefits & Qualified PlansRisk ManagementLife, Health and Disability InsuranceMortgage Analysis and Origination, NMLS 297363*Investment Advisory Representative of, and Investment Advisory Services through, Portside Wealth Group, LLC an SEC Registered Investment Advisor. Portside Wealth Group, LLC, and their representatives do not provide tax or legal advice. Each firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the Advisor referenced in this disclosure has attained a particular level of skill or ability. *Mortgage Services provided through GreenStreet Mortgage NMLS# 1693655. GreenStreet Mortgage is not a subsidiary of or associated with Portside Wealth Group, LLC.