You may be a great fit for our team if you are:

• Not completely confident in the way your current portfolio of over $1mm is being managed
• Interested in tax-advantaged investing strategies
• A non-profit organization
• Thinking about retirement or worried about outliving your nest egg
• A divorcee, widow, or widower needing help putting the pieces together
• Changing jobs and want to learn about options for your old retirement plan
• Not completely confident in the way your life insurance, disability insurance, or long term care insurance is set up

 

We welcome you to contact our team today to set up a complimentary review of your investments, retirement accounts, or insurance portfolio.

 

To learn more, contact us at info@sjgpwm.com .

 

Scott J. Greenberg Private Wealth Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation's required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.

CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.