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.
Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.
Read GI 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.
September 18, 2023
Market week
June 1, 2023
Global insight weekly
May 10, 2022
Social Security: At a glance
Lindsay and Tylar discuss the changing dynamics of the equity market, the recession outlook, what’s behind the rally in growth stocks, and more.