Let me help you grow more than wealth


Value statement

Greg specializes in wealth management for high net worth individuals, business owners, and their families. Utilizing his strong technical background and thorough product knowledge he creates, manages, and monitors investment portfolios tailored to his client’s needs. He customizes wealth management plans based on the individual’s risk tolerance, investment goals, and time horizon.


Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Meet Greg

"It is what you learn after you know it all that counts."

- Legendary Basketball Coach John Wooden

Learn more about Greg and his practice.


Bulletin Board