Greg Allen

I’m Greg Allen, CEPA®, Founding Partner and Wealth Advisor at Wealth Haus. I spent the first portion of my career in my family’s real estate and development business, where I learned firsthand what it means to build something from the ground up. When the Great Recession hit in 2008, I realized how little I knew about the financial markets and the impact they could have on families, businesses, and long-term wealth. That realization created a pull toward financial planning and wealth management that ultimately changed the course of my career. ‍ Over the last 14 years, I’ve built an advisory practice rooted in the needs I saw within my own family’s life and business. Today, I work with business owners, entrepreneurs, and families who want thoughtful guidance from someone who understands both the opportunities and pressures that come with building wealth in the real world. ‍