About
For over 20 years, Greg has helped families work toward financial success by helping them grow their assets and plan for their future with a constant focus on the impact of taxes. As a financial advisor with Wealth Enhancement, Greg specializes in estate planning, asset management, taxes, charitable objectives and business planning. Trusted advisors bring their clients to Greg for his planning approach in implementing insurance to accomplish specific goals for high-net-worth clients all around the country.
Greg is a board member of the Music Settlement, an active member of the Estate Planning Council of Cleveland, and a member of the Forum 400, a group of the top insurance advisors in the nation that openly share ideas and strategies that further the goals of their clients. He is also a member of the International Brotherhood of Magicians. Greg makes it a priority to spend quality time with his wife and two young boys.
Education
- BS - Finance, John Carroll University
Resources from Gregory Lopez
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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