Lasting Relationships – Valued Advice

After years of working and saving, you are looking forward to retirement and the freedom to pursue your passions and spend time with family. Having a plan in place that is updated as your life unfolds is a critical part of an enjoyable retirement. We can help you develop a custom plan guided by your unique goals.  Take the steps today to gain clarity and confidence that you have a plan in place.

Client Focused Approach

The Gregg Wealth Management Group of Wells Fargo Advisors planning process revolves around you. As a second-generation team with more than thirty combined years of investment experience, we create customized plans to help build, grow, manage and protect your wealth so that you can enjoy your retirement. Learn More 

Collaborative Dialogue

We work together to build your plan for the future and direct our conversations to uncover what really matters to you and your family. Learn More  

Personalized Care

Successful planning is a lifetime process. We follow a personalized client service approach— meetings to review your plan, track progress toward your goals and learn about any milestones, changing life goals, and financial priorities so we can adjust your plan. Learn More 

Commitment

We are a second-generation financial advisory team with clients that have been with us for generations. We are committed to helping families plan for and adjust as needed for milestones throughout their lives.

Honesty

We will always provide you with honest, straight-forward answers and explanations to your questions. While delivering good news is fun, we are not afraid to have tough conversations too.

Respect

You worked hard and made sacrifices to create and build your wealth. We will treat any advice given to you with the respect that your journey deserves. We appreciate being a part of your life.

Vision

Our team embraces the concept that to succeed we need to learn, grow, and adapt. We are forward-thinkers who gain from our past experiences.

Trust

We set out to earn the trust of our clients by doing what we say, always having your best interest as the first priority. We are honored to have your trust.

Appreciation

We appreciate every aspect of our relationship with clients. Sure – celebrating retirement and wedding days are fun. But we feel equally privileged to be able to offer guidance during some of your most challenging times.