Our Process

 

It's important to us to build a personal relationship with every client, because we believe that knowing you well is the key to creating wealth-management strategies that address your unique needs.

We begin the relationship with a conversation about where you are today and your goals for the future — and then we start the process of creating a plan to get you from here to there. This conversation is just the first of many we'll have on a regular basis.

Because Greben Wealth Management is an independent firm, we have access to a wide range of investment options that can help us build the plan that's right for you. And, most important, we're able to offer you objective advice without being obligated to any one company's products.

Once you're comfortable with the plan and understand how it can potentially help you meet your goals, we implement it and monitor it continuously to make sure that it stays aligned with your needs through all of life's changes. You'll hear from us weekly via email, and we'll talk one-on-one at least once per quarter.