Broker Check
(763) 340-2349
agreene@osaicwealth.com
Schedule an Appointment

Your Team

Andrew Greene

Andrew Greene

President and Financial Advisor

(763) 340-2350

Our Mission

Our mission is to gain insight into your needs, wants, and ambitions for the future. We strive to assist you in creating, executing, and supervising a plan tailored to your specific circumstances.

We are cognizant of the difficulties families face in the modern world. From tackling debt to saving for college to preparing for retirement, these financial issues can be extremely daunting. Our pledge is to utilize our resources to their utmost in order to aid you in achieving your objectives.

We are keen to think beyond the norm and we are not afraid to confront conventional wisdom in our management of investments and planning for the future. All our energy, dedication, and efforts are to better our clients and their lives.

Core Values

Trust

Whether we are advising clients on investment decisions, financial planning or money management, clients need to trust in the decisions their advisors help them make. We are dedicated to building a foundation of trust with our clients that is essential to a productive partnership in our business.
 

Service

In every interaction, through every step and decision in the process, our team is committed to offering a white glove level of service and informational support that exceeds our clients’ expectations.
 

Integrity

We are committed to business practices that offer full disclosure of any conflict of interest. As fiduciaries, we always act in our clients best interest. Our clients’ information and privacy is of utmost importance to us.
 

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

We can help you address your needs of today and for many years to come. We look forward to working with you.