About Us With decades of unmatched experience in investment management, financial services, and related disciplines, attorney Tom Greene brings together under one roof a wide range of business and personal planning and financial services. He is committed to providing comprehensive asset protection, planning, and investment management guidance for businesses, individuals, families, retirement plans and trusts. Tom also provides financial expert witness and transfer services, and works tirelessly to ensure that each client gets the personalized attention and sound guidance they need to seize opportunities and reach their goals.