About
“The key is not the will to win, everybody has that. It is the will to prepare to win that is important." -Bobby Knight
Vested Client Services is a boutique daily money management firm that caters to professional athletes, high net worth individuals and their businesses.
Founded on principles of hard work, integrity & transparency, we believe that cultivating genuine connections with our clients will provide for long-lasting relationships that allow us to make your financial goals our goals.
Working as a direct extension of our clients, we specialize in keeping you connected while we manage the details. We believe that you do not have to be the person managing your finances in order to still be connected to them. This allows you to focus on the things that are most important to you while enjoying the peace of mind that comes with knowing your finances are in skilled hands.
Our Leadership
Sarah Greene is the Founder and CEO of Vested Client Services, LLC
Backed by 19 years of corporate and individual bookkeeping/accounting experience, Sarah and her team’s detail-oriented focus and superior analytical and logistical expertise provides Vested clients, other financial advisors, and business professionals in our ecosystem with a strong partner in managing and achieving short and long-term financial goals.
Sarah brings unique knowledge and experience in navigating the challenges and complexities that high net worth individuals and professional athletes face in their daily financial lives. Her deeply rooted principles of transparency, integrity, and diligence enable her to form long-lasting, genuine connections with all Vested clients and partners.
Sarah has gained an expansive knowledge of the needs of athletes and high net worth individuals through the relationships she has built not only with her clients but with their supporting professional service providers. It has been through these relationships that she has been able to create a firm that focuses on the unique needs of this echelon of clientele.
What was initially birthed from a need of survival, quickly become an opportunity to have a generational impact on the lives of her clients through true financial participation & understanding.
“I began to see that my style was relatable, clients enjoyed not only being a part of the discussion, but really understanding it as well. The reality is a financial uncertainty can happen at any income level, especially without the proper checks and balances in place. My team is here to help make the process easier and with less stress.” – Sarah Greene
