Whole Wealth Advisor
Greg's deep empathy, entrepreneurial journey, strong intellect, and expansive worldview provide unique value to people who want to integrate their own personal consciousness with capital, money, and wealth.
Greg serves his clients with a rare blend of a clear mind and a deep soul. His personal study includes decades-long research into the integration of responsibility and business, the balance of impact in investing, and the refinement of a conscious approach to the stewardship of wealth. Based in personal practice, Greg integrates the ability to hold opposing ideas together, transcending the good / bad and right / wrong mindset that plagues our society and media. He’s a dot connector that sees possibilities and patters where others see conflict. His Tai Chi practice and Taoist study grounds this in a daily practice of balance and curiosity.
This leads to an atypical understanding of the balance between making positive impact in the world, and making returns on capital. It supports a recognition of the value of cryptocurrencies and new digital assets, without demanding that the traditional financial system will crumble. It means that he won’t ignore the realities of future cash flow when honoring the dreams of a client’s next chapter in life.
As a result, Greg’s clients receive the benefit of truly holistic advice. He blends the predictions available from advanced scenario-planning tools with respect for a family’s multi-generational values, as well as an individual’s personal relationship with the existential questions that result from staring into a night sky full of stars from a remote camping spot.
In that practice, Greg and his clients develop financial plans and investment portfolios that serve deeper goals, without compromising one for the other(s).
Greg works in three primary capacities:
Whole Wealth Strategy and Planning (read more)
Responsible Investment Strategies (read more)
Custom Consulting To Wealthy Families (read more)
Participating in the Leadership Group [that Greg founded] has been one of the most valuable professional experiences of my life. The group dynamics provided safety to explore some of the hardest parts of leadership - including business failure, staffing issues, and personal blind spots - while also creating accountability to move my business and myself to the next level. I've felt 'seen' and supported as a CEO in a way I never have before and being part of this through has created tangible and visible improvements for my company.
- Devin Hibbard, CEO, Bead For Life,
and Street Leadership School
Who Are Greg’s Clients?
Greg is widely respected and loved by peers, colleagues, and clients for his subtle blend of wisdom, humor and intelligence, and his advice is sought by old partners and new friends alike. Greg’s clients do diverse work, as technology CEOs and cryptocurrency visionaries, as well as founders of natural product companies and cannabis industry leaders. His clients manage family assets, run legacy farms, and make deeply intentional investments. Greg’s clients are respected coaches, meditation teachers, strategists, and thought leaders, who each operate within potent networks.
Greg’s clients generally have some combination of these three key characteristics:
EVOLVED WORLDVIEW. As someone with decades of introspection, Greg connects holistically with clients who tend to have a perspective that includes some blend of a spiritual practice, self-reflection and personal development. Greg advises from an awareness of the world that includes an integration of wilderness, economics, culture, philosophy, leadership, metaphysics, and a healthy respect for our relative place in the universe. Greg is particularly well suited to understand uniquely curious and spiritual people, and provide relevant and appropriate financial and investment strategies.
Ask about how to co-create a coherent financial plan that respects your values and effects your purpose.
>> If you want to explore the edge of your comfort zone, ask about how we designed an investment approach for people who identify as post-capitalist.
CREATORS AND ENTREPRENEURS. Rooted in a 35-year entrepreneurial career (details), Greg is particularly well suited to help entrepreneurs think strategically about how to steward what is often a person’s largest asset; their business or creative endeavor (yes, musicians, artists, investors, and thought-leaders are creators, as well!). He’s intimately familiar with the loneliness of leadership, and in facing the needs of the many people who reply on business owners. Greg advises on optimizing the blend of long-term wealth creation with the discipline of consistent personal finance hygiene, and helps entrepreneurs and professional investors keep track of not only their own sanity, but also important relationships, and personal goals. Greg is particularly well suited and experienced in helping business owners exit their businesses, and step into the next phase of their careers and lives.
Ask about how to design ~your~ exit.
>> If you want to explore the edge of your comfort zone, ask about how we advise the co-founder of an industry-leading law firm how to balance maintaining the status and potency of his position, while also investing in an entirely new career.
FAMILIES IN TRANSITION. As someone who has re-invented himself multiple times, Greg’s advice is deeply valued by people who are going through big life transitions, whether divorce, career change, or inheritance; and, sometimes, all three at once. Greg’s clients are often find themselves in new roles, sometimes even running the family office. Building on top of sophisticated financial scenario planning and asset management tools, we go deeper into questions of purpose and values. Greg works with clients to reconsider professional options, support future generations, and gain a new perspective on wealth. Some clients choose to explore a new sense of self, which has often been sublimated in previous chapters of their lives.
Ask how to balance investing in yourself in a transition, while honoring generational assets.
> > If you want to explore the edge of your comfort zone, ask about how we helped a three-generation family come into deep alignment around shared family values, even though the grand-kids questioned grandpa’s business ethics.