About Greben Wealth Management

Meet Our Founder

For more than 25 years, Michael Greben has been helping clients pursue their financial goals.

In 2016, he founded Greben Wealth Management to realize his vision: in independent firm centered on strong relationships, solid planning and world-class service. We solidify your retirement with solid and sustainable income planning to prove lasting financial confidence.

From 2001-2015, Michael Served as vice president of investments as J.P. Turner & Company, an independent broker-dealer. While at J.P. Turner, he specialized in wealth management strategies that focused on estate enhancement, retirement planning, alternative investments, income solutions, wealth preservation and tax efficiencies.

Michael holds a bachelor’s degree in business administration from Drexel University.

Contact us today to see just how straightforward investing can be.

Our focus is on Five Key Pillars:

Wealth Preservation
Wealth Enhancement
Wealth Transfer
Wealth Protection
Charitable Giving

Who to Contact at Greben Wealth Management?

Marina Greben

Operations and Marketing Director

(410) 356-0111

(410) 356-3250

marinagreben@grebenwealth.com

Michael Greben

President

(410) 356-0111

(410) 356-3250

michaelgreben@grebenwealth.com

Services

Financial Plan

We build a diversified investment portfolio tailored to your unique objectives, risk tolerance and time horizon.

Retirement Plan

Maintaining the lifestyle you want in retirement means calculating the gap between your expected expenses and your guaranteed income (from sources such as pensions and Social Security), and making an investment plan aimed at filling that gap.

Tax Plan

We use a number of proven strategies to minimize your tax burden today and in retirement.

Estate Plan

We create a tax-efficient plan for the distribution of assets to your heirs with an eye toward helping them keep more of the money you've accumulated during your lifetime.

Plans for The Unexpected

Life can throw curve balls sometimes, so we make sure you have a surplus as well as adequate insurance coverage in case of an unexpected occurrence such as an illness or job loss.

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.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

michaelgreben@grebenwealth.com
marinagreben@grebenwealth.com
(410) 356-0111