Senior Vice President - Financial Advisor, Senior Consulting Group
Greg specializes in helping serve the needs of ultra-high net worth individuals and families, as well as high profile executives and entrepreneurs across the country. He uses a personalized, comprehensive approach to wealth management to achieve client-specific needs and goals. Greg seeks preservation of capital, focusing on downside risk management while capturing a good portion of the market upside.
Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, please contact me.
April 22, 2024
Market week
June 1, 2023
Global insight weekly
May 10, 2022
Social Security: At a glance
Oil’s rally is fueling an intriguing opportunity. We contend the global oil sector is benefiting from improved fundamentals and exposure in equity portfolios can act as an offset to geopolitical risk.
