Greben Wealth Management

Our Vision

At Greben Wealth Management, we believe in empowering individuals to take control of their financial destinies. We work alongside you to create personalized plans that align with your unique goals, dreams, and aspirations. We believe financial planning should be accessible, transparent, and tailored to your individual needs.

Meet the Founder: Michael Greben

With over 25 years of experience in wealth management, Michael Greben founded Greben Wealth Management in 2016 to provide clients with an independent and personalized financial planning experience. Driven by a passion for building strong client relationships and delivering world-class service, Michael has a proven track record of success in wealth preservation, retirement planning, and estate enhancement.

Our Expertise

Our team of experienced financial professionals can assist you with:

Wealth Preservation

• Risk management strategies
• Estate planning and succession
• Retirement plan optimization
• Insurance review and mitigation

Wealth Enhancement

• Investment planning and portfolio construction
• Alternative investments
• Tax optimization strategies

Wealth Transfer

• Legacy planning and gifting strategies
• Trust and estate setup
• Charitable planning

Wealth Protection

• Business continuity planning
• Cybersecurity and fraud mitigation
• Insurance solutions

Our Approach

We take a holistic approach to wealth management, focusing on five key pillars:

• Wealth Preservation: Protecting your existing assets and securing your financial future
• Wealth Enhancement: Growing your wealth through smart investment strategies
• Wealth Transfer: Ensuring your wealth is passed efficiently to your loved ones or your chosen beneficiaries
• Wealth Protection: Implementing strategies to minimize risk and safeguard your financial security
• Charitable Giving: Implementing meaningful philanthropic decisions that align with your values

Our Commitment

At Greben Wealth Management, we are committed to:

• Building strong client relationships: We prioritize open communication, transparency, and personal attention.
• Providing personalized solutions: We take the time to understand your unique financial goals and circumstances.
• Delivering exceptional service: We are dedicated to exceeding your expectations and making the planning process seamless and stress-free.