Springboard Asset Management, LLC

Springboard Asset Management, LLC is a wealth management firm in Cheshire, CT. The firm provides personally-crafted financial plans and investment portfolios designed to help families reach their specific financial goals. Serving clients with a focus on comprehensive and knowledgeable service, the firm operates as a fee-only independent registered investment advisor.

The firm is led by Charles M. Green and Rebecca D. Green, who are CERTIFIED FINANCIAL PLANNER™ practitioners with decades of industry experience. Operating under a fee-only model, Springboard Asset Management, LLC focuses on reducing conflicts of interest by ensuring there are no hidden fees or commissions. The firm utilizes a multi-layered analysis of needs and wants to create customized strategies that avoid cookie-cutter approaches, allowing for adjustments when unexpected life changes occur. As a fiduciary, the firm acts as a primary provider of consulting services and coordinates with other specialized professionals when necessary.

Located on Highland Ave, the office is situated near the Cheshire Post Office and the Cheshire Senior Center. It is a short drive from the Cheshire Fire Department Headquarters and Highland Elementary School, and sits just a fraction of a mile from West Main Street.

Springboard Asset Management, LLC is recognized for its commitment to transparency and its dedication to putting client interests first through a dedicated fee-only structure. The firm's reputation is built upon the deep industry expertise of its practitioners and a steadfast focus on helping clients navigate various market conditions.

With a focus on personalized financial planning, Springboard Asset Management, LLC serves the New Haven County area as a trusted partner for long-term wealth management in Cheshire.