... achieving goals. This understanding allows us to:
Create customized investment portfolios
Help minimize tax liabilities inside and outside of client portfolios
Advise clients on estate planning wit ...
... firm providing investment management and financial planning for high net-worth individuals and families, retirees, business owners and executives, and medical professionals.
We offer institutional quality ...
Lex Grecu, CFA, CFP
President | Wealth Advisor | Director of Investment Strategy
Lex Grecu, founded Grecu Capital Management, Inc. in 2002. Working for some of the largest investment firms ...