Stuart Green, Cfp®, Mba Email and Phone Number

Stuart Green is a founding partner and principal of the Aprisent Financial Group, a comprehensive wealth management firm. He is a CERTIFIED FINANCIAL PLANNER™ Professional and has an extensive background in business and investments. He operates a predominantly fee based practice of planning and wealth management.Mr. Green’s approach is to merge the needs, goals and risk tolerance of his clients with those opportunities that make some investments and platforms more attractive than others using sophisticated allocation techniques (no strategy assures success or protects against loss).Mr. Green has lived and worked in the Vail Valley for over 30 years. He is on the Board of Habitat for Humanity of the Vail Valley in Colorado. He enjoys tennis, skiing and spending time with his wife and two children.Stuart holds the Series 7 and 63 securities registrations through LPL Financial, and the Series 65 securities registration through Western Wealth Management and LPL Financial.The Aprisent Financial Group is a boutique sized, planning based, wealth management firm. Our clientele includes individuals, families, businesses and non-profits which have accumulated assets and can benefit from comprehensive financial planning and sophisticated investment management tools.Our mission is to help preserve and manage the assets of our clients through a personalized ongoing collaboration in an effort to pursue their financial goals. Specialties: Investments and Estate Planning