WHAT WE DO
At Gregor Wealth Management, we preserve and multiply our clients' hard-earned wealth. We design and manage financial strategies for our clients to provide stability in uncertain times and growth to accomplish the dreams they have worked for their entire lives.
We are a fiduciary, working exclusively and independently for our clients and their families without the conflicts of commissioned sales or the bureaucratic priorities of large banks.
Becoming a Client
Initial Meeting
Let's get to know each other.
We want to understand your history, concerns, and dreams. What is your current financial plan to make your goals a reality?
Analysis & Proposal
We analyze the information discussed in the initial meeting. If we believe there are inefficiencies, we propose a tailored strategy to increase expected return for a desired risk level that also minimizes fees and taxes.
Implementation
If you decide to become a client, we implement the agreed upon strategy. We then continuously manage your portfolio and reassess as goals are realized and altered.
Client Expectations
Fiduciary Management
We must put our clients' interests first, which means you can be confident that any recommendations, investment decisions, trades, or planning provided is free of any conflicts of commissions or institutional priorities.
Expert Wealth Management
With the highest standard of Investment Management Credentials known throughout the world, you can be confident that your portfolio will be managed to maximize expected returns given a desired level of risk. We know the sacrifices involved in creating wealth, respecting that belief in the management of your portfolio.
An Efficient Portfolio
We strive to reduce risk in our clients' investment portfolios through proper diversification and planning. We work to minimize tax burdens and keep investment expenses low by utilizing ETFs for many asset classes.
Highest Level of Service
You will never dial a 1-800 number to speak to someone about your account. Our clients call our direct phone lines and are encouraged to do so with any questions, concerns, or requests they have. They can expect responses in a timely manner.
Comprehensive Approach
With our clients' permission and in full transparency, we work directly with their CPAs, attorneys, and other service providers to coordinate the delivery of tax documents, tax estimates, estate planning documents, etc.
Customized Portfolio
Your portfolio will be designed specifically to accomplish the dreams you have that require wealth. A custom strategy means a plan that accounts for timing, liquidity needs, legacy planning, and growth objectives.