About Greensview Wealth Management Greensview Wealth Management LLC (“Greensview” or “the Firm” or “We”) is a wealth management firm that offers financial planning, investment consulting, and investment management services, on a discretionary and non-discretionary basis. Greensview Wealth Management is a limited liability company founded in Illinois on June 26th, 2017, now based in Franklin, Tennessee. The firm is registered as an independent investment adviser. Greensview is 100% privately owned by Matthew Wilkes and is located at 501 Corporate Centre Drive, Suite 315, Franklin, TN 37067. As of January 19, 2023, Greensview has $121,096,000 in assets under management, $62,072,000 of which is managed on a discretionary basis and $59,024,000 managed on a non-discretionary basis. Types of Advisory Activities Financial Planning As a wealth management firm, Greensview typically seeks to develop a comprehensive financial plan for many of our clients. Financial planning service can be bundled alongside other services such as investment management services or offered independently as part of a separate financial planning agreement. Our financial planning process seeks to help our clients make decisions related to their financial affairs. The financial planning process helps us discover and prioritize our client’s goals and objectives, gather data, and develop a unique strategy based on those goals. All strategies are customized to incorporate the client’s individual needs and circumstances. Services provided to clients include investment, estate, insurance, charitable gift, and tax planning (particularly with regard to portfolio tax issues). Ongoing services may be provided through regular meetings that assess progress toward goals and monitor life transitions. We will also coordinate with other advisors (accountants, attorneys, insurance agents, etc.) to help develop holistic financial plans. Although the firm does seek to provide a complete financial plan, there is no legal counsel or tax advice provided. As part of our financial planning process, we will assist our clients in defining personal financial goals and objectives to be analyzed within one or more of the following areas: retirement planning, investment planning, tax planning, estate planning, charitable planning, and asset protection planning. We generally recommend a comprehensive financial plan, however, we can provide a la cart financial planning services upon request or where the situation warrants it. On average, we expect each topic to take between 1-5 hours to complete individually, depending on complexity. The average comprehensive financial plans take approximately 10 hours. Your individual financial plan may vary depending on your financial situation, net worth, income, and the complexity of your financial affairs. Investment Management One of the primary activities of Greensview Wealth Management is providing investment management services for our clients. Our firm provides both investment management services on both a discretionary and non-discretionary basis. We seek to offer investment

advisory services specifically tailored to meet the needs of each client. Prior to delivering investment advisory services, the firm will review the client’s existing investments, and then ascertain the client’s risk tolerance and specific investment objective. If you grant Greensview discretionary authority to implement the investment strategy, we will then allocate your investment assets consistent with your stated investment objective. If Greensview does not have discretion, then the firm will make recommendations based upon the same analysis above, but will be unable to implement its strategy without first receiving your consent. Clients that engage the firm on a non-discretionary investment advisory basis must be willing to accept that we cannot effect any account transactions without obtaining prior verbal consent to any such transaction(s) from you. Thus, in the event of a market correction during which the client is unavailable, Greensview will be unable to effect any account transactions (as it would for its discretionary accounts) without first obtaining your verbal consent. You can impose reasonable restrictions on any of the Adviser’s investment advisory services at any time, however, we retain the right to withdrawal as investment advisor where the restrictions interfere with our investment strategies. Investment Consulting Greensview works to provide institutional retirement plans and the plan sponsors with diversified investment options for plan participants to choose from. In addition, as requested by the plan sponsor, we shall provide plan participants with general information seminars and/or educational materials that describe the various investment alternatives available under the plan, information about investing generally, including information about different types of investments, information about different investment allocation strategies, including information about historical returns, and interactive materials designed to help participants identify an appropriate investment strategy. Please note: In performing services for you, we rely on information provided by you. We are unable and not required to verify any information we receive from your or from other professionals acting on your behalf (attorneys, accountants, business manages, etc.). In moving forward with this relationship, you are expressly authorizing Greensview to rely on this information. It remains the client’s responsibility to promptly notify your investment adviser representative if there is ever any change in your financial situation or investment objectives for the purpose of reviewing, evaluating or revising the Firm’s previous recommendations or services. Additional Services: Greensview Wealth Management may furnish advice on matters not involving securities, such as:
• Retirement Income Planning Withdrawal Rate Analysis
• Insurance Review & Planning Corporate Retirement Plan Guidance
• Estate & Charitable Gift Planning
• Business Successions
• Education Planning
• Cash Flow & Budgeting
• Employee Benefits & 401(k) Guidance
• Tax Planning