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.
We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.
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.
December 9, 2019
December 6, 2019
Global Insight Weekly
October 30, 2017
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