My team and I provide highly individualized personal service to businesses and high net worth individuals by utilizing comprehensive financial planning and wealth management services. Our goal is to exceed client service expectations, anticipate future needs and provide objective, clear solutions on a continual basis. Our mission is to help each client achieve financial independence, maintain financial independence throughout retirement and distribute their wealth in an efficient and timely manner. In addition, we coordinate our efforts with your tax advisor and/or attorney to provide a comprehensive, team approach to serving your financial needs.

Greg has been with Webster Investments since 2003. He is a CERTIFIED FINANCIAL PLANNER™, a Charter Financial Consultant and is a member of the American Institute of Public Accountants (AICPA). Greg received a Bachelor of Science degree in Accounting and is active in his community, participating in Westport’s Family Community Service, South Norwalk Seaport Association, Mercy Learning Center in Bridgeport and the Gaelic-American Club in Fairfield.

Greg’s FINRA registrations held with LPL Financial:

SERIES 7, 24, 63, 65, LIFE & HEALTH