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Investment Management

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Opportunity Is Everywhere—

You Just Need the Right Strategy

We don’t believe in chasing the market. We believe in understanding it. At DeGreen Private Wealth, our investment management approach is built around evidence-based strategies, low-cost vehicles, and a clear, long-term focus on what actually grows wealth and preserves it.

As a fee-only fiduciary, we’re not here to sell products or ride hype cycles. We’re here to build disciplined portfolios that align with your goals, risk tolerance, and time horizon—and manage them with care, not ego.

What We Offer

When your financial life gets more complex, you don’t need more noise. You need a clear, disciplined plan and a team that knows how to build it.

ETF-Based Portfolios

We design globally diversified portfolios using exchange-traded funds (ETFs)—America’s most efficient, transparent, and cost-effective investment vehicles. These provide:

  • Lower fees
  • Broad diversification
  • Tax efficiency
  • Real-time trading flexibility

Strategic Allocation, Not Speculation

We don’t pretend to predict the future. We build portfolios based on what we know: market history, asset class behavior, and your personal financial situation. Every allocation is designed to maximize your opportunity while keeping unnecessary risk in check.

Ongoing Oversight

Markets move. So do your goals. We monitor your portfolio consistently, rebalance when needed, and stay in sync with your larger financial picture—so your investments always support your bigger plan.

Why It Works

We build risk-adjusted portfolios that are customized, not cookie-cutter. And we invest in the same program as our clients—because alignment matters. Our goal isn’t to beat the market. It’s to help you meet your goals with as little unnecessary risk, cost, and complexity as possible.

What You Won’t Find Here:

  • High-cost mutual funds
  • Commission-driven products
  • Emotional decision-making
  • One-size-fits-all portfolios
  • ESG Investing
  • China.

It Starts with a Conversation.

If you're looking for financial fluff, this isn’t it. Freedom Through Finance with Sam DeGreen is where investors, business owners, and financially curious minds come to hear the truth about markets, wealth building, and smart financial strategy—minus the sales pitch.
Listen live every Saturday from 11 AM - 1 PM on NewsTalk 550 KFYI Phoenix or catch past episodes on Spotify, Apple Music, and iHeartRadio.