Scott J. Greenberg,
CFP®, RICP®, ChFC

 

LOGICAL, PROACTIVE  ADVICE. 

 

STRAIGHT TALK.

 

TRANSPARENT COSTS. 

 

IMMEDIATE ATTENTION.

 

 

 

 

 

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

  • A Military Family
  • An individual or family with household income over $250,000 interested in optimizing your financial future
  • An LGBT couple or family requiring financial expertise
  • A divorcee, widow, or widower needing help putting the pieces together
  • Changing jobs and want to learn about options for your old retirement plan
  • Thinking about retirement or worried about outliving your nest egg
  • Not completely confident in the way your current portfolio of over $300,000 is being managed
  • 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

 

Failure to plan is a plan to fail. Take the guesswork out of achieving your goals and develop a roadmap to financial independence. When you are ready to talk to a financial professional, contact us directly with your questions or schedule a complimentary consultation with Scott now.

 

Scott J. Greenberg Private Wealth Management is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA 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.