At Greb Wealth Management Group, we help people who are experiencing life events have the advice and guidance that helps them make the right financial decisions.
Our clients are all ages and include many multigenerational families. They work in medicine, law, engineering, and technology, or have already retired. No matter their life stage, we proactively guide them through their financial journey.
Common life events include:
- Retiring or changing jobs or careers
- Receiving an inheritance
- Planning for the next chapter of a successful career
- Building a financial foundation for high-earning young professionals and their families
We enjoy getting to know our clients while we serve as their trusted financial counsel.
Our goal is to help ease clients' minds as they find clarity in their decisions. We know their passions. We understand their worries. And we embrace the uniqueness of each person.
We want their lives to become better by working with us. We do everything we can to make that goal a reality.
CAP®, CFP®, CIMA®, CPWA®, CRPC™
CFP®, CPFA™, CRPC™
CFP®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
