Working with Us
We’ll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life’s financial opportunities and turning points. Once we’ve helped you explore your goals, we’ll create an investment plan together to help support them.
Gregory Rahmlow, CFP, ChFC
Senior Financial Advisor
Email Address
Gregory.Rahmlow@wellsfargoadvisors.comPhone Number
(585) 249-1743Toll Free
(800) 777-9520Find Me On
Background and Education
Greg's financial services career began during a time of market instability. Having graduated with a Bachelor of Arts in Political Science from Williams College in 2007, on the eve of the great recession, he spent his early years as a financial advisor at AXA Advisors, LLC in what some may say was the most tumultuous market environment in American History. As an Associate Advisor, he learned from his team of seasoned advisors how to carefully navigate through periods of market volatility. In 2010, the team moved to American Portfolios. Learning from his experiences, Greg became a reliable, consistent, and knowledgeable financial advisor and joined Wells Fargo Advisors in 2014.
Greg has found the financial industry to be the perfect place to combine his strong interpersonal skills with his keen analytical abilities. He thoroughly enjoys meeting new individuals and cultivating long-term relationships, which are the highlights of his job. Greg finds great satisfaction in devising plans that assist his clients in accomplishing their objectives. He recognizes that financial goals and markets often change, but believes having a structured plan in place to guide financial decision making is the best tool in defense of an ever-changing financial landscape.
Greg is a CERTIFIED FINANCIAL PLANNER® professional and follows a high standard of care as he draws on his background and skills to help build, manage, and preserve his clients' wealth. He has also earned the Chartered Financial ConsultantTM (ChFC®) certification from the American College of Financial Services.
Comprehensive Wealth Management Process
Greg utilizes advanced planning software to develop personalized long-term plans for clients with the goal of making sure when his clients retire, they stay retired. His total wealth management approach includes creating well-balanced investment portfolios, as well as developing retirement, income, and estate/ legacy plans. This thorough planning process involves identifying any potential wealth planning gaps and developing recommendations to address and fill those gaps. To help simplify wealth management, Greg works with other professional advisors, including Estate Planning Strategists and attorneys, to prepare the required documents and ensure his clients' financial affairs are kept in order.
As a natural educator, Greg strives to educate his clients about their investment strategies, so they have a clear understanding of what they own and why, and feel more confident in their financial decisions. He conducts personalized client review meetings so their plans remain up to date and aligned with their changing lives.
Away from the office
Greg enjoys keeping fit with long runs in the summer and cross-country skiing in the winter. Greg and his wife have three children.
Certificates
CFP, ChFC
You're not alone.
Advisory Services
Your investments can be professionally managed or a Financial Advisor can help you manage them yourself.
Wells Fargo Advisors programs allow flexibility to help you reach your goals.
Managing investments
A lot may be riding on your investments: retirement, children’s or grandchildren’s education, your financial legacy. Your investment plan should get the attention it deserves.Some investors enjoy managing their own plan. They are confident in their abilities and have the time to research and monitor their investments’ performance.
You’re not alone if you don’t fall into that category. Like many others, you may want to work with a professional by taking advantage of an advisory program.
Using an advisory program
You can save time and have a professional manage your investments when you use the services of an advisory program.
Advisory programs generally fall into two categories. One gives another party the power to make decisions for your account’s day-to-day management. This means you can allow a portfolio manager — in some cases your Financial Advisor — to decide when to buy, sell, and hold investments without consulting you.
Your portfolio manager will make decisions based on a variety of factors:
- Your long-term objectives
- The time you have to reach your objectives
- Your risk tolerance
In the other program, you collaborate with your Financial Advisor. We will provide you with objective advice and guidance based on your needs, goals, and today’s investment environment, to help you make your own buy, sell, and hold decisions.
Fee replaces commissions
So how can an advisory account differ from a traditional brokerage account? One difference is how you pay for the services you receive. In an advisory account program, you generally pay a fee. This is often charged on a quarterly basis based on a percentage of your account’s value. In a traditional brokerage account you would pay a commission for each transaction.Flexible range of alternatives
You can choose which advisory services program you implement. Wells Fargo Advisors offers an array of programs. You can decide what products you would like to have managed, such as mutual funds, exchange-traded funds (ETFs), stocks, bonds, and commodity-based investments.
We can discuss the programs with you and see what fits your situation – and what makes you feel more confident in helping you reach your goals.
Next steps
Decide if you would like some extra help with making your investment decisions.
Make an appointment to talk with us about advisory accounts.
Leveraging our industry leading advice tools and resources simplifies the planning process and allows you to track closer to your desired outcomes.
eMoney Advisor® — Connecting your money to what is important in your life
eMoney, our full-service, interactive planning tool, helps align your assets to the jobs you want them to fulfill with progress towards your success. This robust technology elevates collaboration between you and our team and fosters a deep understanding of how you can reach your goals and provides you with the choices, information and action-steps that will help guide you through your journey.
*The projections or other information generated by eMoney regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
From the moment you start working with us, you can expect:
Proactive recommendations to help you achieve your goals
Prompt and thoughtful follow-up to your questions or concerns
On-going dialogue to adjust your tailored strategy as needed
Wealth of your magnitude deserves — and demands — insightful advice with continual planning that empowers you to make financial decisions that align with your goals. My clients use the LifeSync approach to help maximize their wealth through real-time advice based on life’s ebbs and flows, paired with visual analysis that projects outcomes based on changes to their personalized wealth plan.
How LifeSync Works
Our LifeSync approach provides an ideal way for us to have spirited collaboration and in-depth analysis to help review and manage your wealth through an all-encompassing lens.
- Uncover what motivates you (and why)
- Answer important questions to design investment strategies aligned with your goals
- Move towards life’s most important moments through cultivated, specialized guidance
- Explore multiple scenarios and their outcomes based on your circumstances at any moment
- Revisit your plan to address your ever evolving needs
Leveraging our industry leading advice tools and resources simplifies the planning process and allows you to track closer to your desired outcomes.
eMoney Advisor® — Connecting your money to what is important in your life
eMoney, our full-service, interactive planning tool, helps align your assets to the jobs you want them to fulfill with progress towards your success. This robust technology elevates collaboration between you and our team and fosters a deep understanding of how you can reach your goals and provides you with the choices, information and action-steps that will help guide you through your journey.
*The projections or other information generated by eMoney regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
From the moment you start working with us, you can expect:
Proactive recommendations to help you achieve your goals
Prompt and thoughtful follow-up to your questions or concerns
On-going dialogue to adjust your tailored strategy as needed
Wealth of your magnitude deserves — and demands — insightful advice with continual planning that empowers you to make financial decisions that align with your goals. My clients use the LifeSync approach to help maximize their wealth through real-time advice based on life’s ebbs and flows, paired with visual analysis that projects outcomes based on changes to their personalized wealth plan.
How LifeSync Works
Our LifeSync approach provides an ideal way for us to have spirited collaboration and in-depth analysis to help review and manage your wealth through an all-encompassing lens.
- Uncover what motivates you (and why)
- Answer important questions to design investment strategies aligned with your goals
- Move towards life’s most important moments through cultivated, specialized guidance
- Explore multiple scenarios and their outcomes based on your circumstances at any moment
- Revisit your plan to address your ever evolving needs