As co-founder and Managing Partner at Strong Tower Wealth Management and a CERTIFIED FINANCIAL PLANNERTM professional, Greg has been partnering with and serving as a trusted advisor to higher-net-worth individuals, families and business owners for more than 30 years. Greg has experience as a Senior Vice President with Morgan Stanley Smith Barney Wealth Management and Senior Vice President of Private Client Services at Wells Fargo.
Greg works with clients to design and execute what he refers to as the “Ideal Wealth Plan.” This holistic strategy includes the integration of cash flow, portfolio management, tax planning, risk management and wealth transfer planning. He encourages clients to have vision and to design a plan worth living for – creating a living legacy, where they connect their values and convictions to the people and charities they care about most.