How does the advisor help clients – Key Takeaways:
GREELEY WEALTH MANAGEMENT is a highly experienced financial advisory firm that provides expert assistance to individuals and organizations seeking to improve their financial health and achieve their long-term goals. With a deep understanding of the complex and ever-changing financial landscape, the advisors at GREELEY WEALTH MANAGEMENT offer a range of services to help clients make informed decisions and maximize their wealth potential.
Facts and Insights
The following table provides an overview of GREELEY WEALTH MANAGEMENT’s assets under management, number of advisors, and length of time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 25 years |
As you can see, GREELEY WEALTH MANAGEMENT has a strong track record of managing large assets and has a team of experienced advisors who have been in the business for over two decades.
Financial Services Offered
GREELEY WEALTH MANAGEMENT offers a comprehensive range of financial services, including investment management, retirement planning, estate planning, tax planning, and risk management. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to create personalized and integrated strategies.
Client Types
GREELEY WEALTH MANAGEMENT works with a diverse range of clients, including high-net-worth individuals, families, and small business owners. The firm also has expertise in serving corporate clients and provides specialized services such as employee benefits and executive compensation planning.
Fees & Compensation
GREELEY WEALTH MANAGEMENT is a fee-based firm, which means that advisors are compensated through advisory fees and do not receive commissions for the sale of products. This fee structure ensures that the advisors at GREELEY WEALTH MANAGEMENT are always acting in the best interest of their clients and are not influenced by potential financial incentives.
Background
GREELEY WEALTH MANAGEMENT was founded in 1996 by John Greeley, a highly respected financial advisor with over 30 years of experience in the industry. The firm is headquartered in New York City and has a team of seasoned advisors who bring a diverse range of expertise and experience.
Financial Advisor Disclosures to Know
When working with a financial advisor, it’s crucial to understand their background and any potential conflicts of interest. GREELEY WEALTH MANAGEMENT is a registered investment advisor (RIA) and is required to disclose any relevant information that could impact their clients’ trust and confidence. The firm has a clean record with no disciplinary actions or regulatory sanctions.