Simplified solutions for your complex financial needs


At Greenwald Wealth Management, we know your finances can get complicated. Let us show you they don’t have to stay that way. In partnering with us, you’ll become educated, equipped, and empowered to take ownership of your wealth and simplify it for the long term. After all, the success of your financial future depends on it.

Who we are

We are wealth experts, emotion managers, and consistent partners, in it for the long haul of your financial journey.

Meet the team

What we do

When it comes to your finances, we help you do what you want to do in the future by doing what you need to do in the present. It’s that simple.

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Own Your Future™

Our blog, Own Your Future™, reinforces our long-term money management philosophies and offers you timely advice on wealth planning strategies.

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Someone’s sitting in the shade today because someone planted a tree a long time ago.

– Warren Buffett, business magnate and investor

Want to own your financial future?


The first step to owning your financial future is a conversation.

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