Broker Check

why work with greenline?A History Rooted In Our Local Culture

Founded in 2018, our name is inspired by our Chicago roots – specifically the iconic Green Line of the city's L Train system. It's a nod to where our journey began, but it also carries deeper meaning. The "Green Line" represents more than just a train route: It's a symbol of progress and direction – moving forward, taking you from point A to point B with purpose and clarity. The color green naturally ties to money, growth, and the stock market – core elements of the financial world. Most importantly, it reflects our vision: to help clients stay on track, move confidently toward their financial goals, and reach their destination with confidence. At Greenline Wealth Management, we're not just here to manage investments – we're here to guide your journey.

Our MissionBuilt to help you grow

GWM's mission is to bring financial confidence to our clients and empower them to take control of their financial future. We are committed to this by providing true independent advice and fiduciary guidance, free from proprietary products, conflicts of interest, and high fees that come with traditional brokerage firms. Every decision we make and every recommendation we provide is designed with one goal in mind: helping you achieve the financial security and freedom you deserve.

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Our APPROACHA Look Into Our Process

At our firm, the process for working with clients is designed to be personal, transparent, and empowering – establishing that each client feels confident, understood, and supported every step of the way.

Step 1 Discovery & Goal Setting

We begin with a conversation – not about numbers, but about you. We take the time to understand your values, goals, family dynamics, concerns, and vision for the future. This foundation allows us to create a plan that truly reflects what matters most to you.

Step 2Financial Review & Data Gathering

We collect and analyze your current financial picture – income, assets, liabilities, insurance, investments, retirement plans, and more. This step helps us identify gaps, opportunities, and risks with a clear view of where you are today, providing the baseline for your personalized strategy.

Step 3Strategy Development

We design a personalized plan tailored to your specific goals – whether it's retirement, tax strategies, education funding, legacy planning, or investment management. No cookie-cutter portfolios – your plan reflects your life, your priorities, and your unique circumstances.

Step 4Plan Presentation & Education

We walk you through the strategy in plain English, answer every question, and adjust based on your feedback. You don't just receive a plan – you understand it and feel confident in every decision. Our goal is to empower you with knowledge so you can make informed choices about your financial future.

Step 5Implementation

We help you take action – whether it's opening accounts, transferring assets, adjusting portfolios, or coordinating with your CPA or estate attorney. We handle the details and paperwork, making the transition as smooth as possible while keeping you informed throughout the process.

Step 6Ongoing Monitoring & Advice

We track progress, provide regular updates, and meet for periodic reviews to adjust as life evolves. You'll also receive timely insights, retirement tips, and planning reminders throughout the year. This ongoing relationship establishes that your plan remains relevant and effective as your needs change and opportunities arise.

Meet the teamThe Advisors behind
your financial plan


Christopher N. Gacom

Christopher N. Gacom, CRPC®

Managing Partner

Stephen V. Gagliardi

Stephen V. Gagliardi, CRPS®

Managing Partner

Gina N. Ayala

Gina N. Ayala

Client Service Associate

Matt J. Pitzulo

Matt J. Pitzulo

Director, Wealth Advisor

Joshua E. Carelli

Joshua E. Carelli, CPFA®

Director, Wealth Advisor

Patrick A. McCoy

Patrick A. McCoy

Director, Wealth Advisor

Jack A. Garey

Jack A. Garey

Associate Advisor

Contact UsLet's start planning
For where you want to be

We believe that financial clarity and confidence are the foundation of a fulfilling life. Whether you’re planning for retirement, managing business complexities, or building generational wealth, reach out to us to schedule an appointment and take the first step towards securing your financial future.

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