North Kingstown, RI
Greg Kirwan
Hi there👋🏼 I'm Greg, a Certified Financial Planner (CFP®) and Wealth Manager with over 20 years of experience helping clients from ages 30 to 90 strive to achieve their financial dreams through tailored strategies, my passion for building personal, decades-long relationships allows me to craft solutions that evolve with each client’s unique goals and family dynamics. I help guide clients through investment planning, retirement strategies, and generational wealth transitions with care and precision.
Greg
’s team
Savvy Investment Team
Alex Galbo
Alex Galbo is a dedicated Client Services Associate with seven years of experience in the finance industry, beginning his career as a Business Relationship Manager at Bank of America. Holding an Associate’s Degree from BMCC in Manhattan, a Business Administration Degree from Capella University, and an SIE certification, Alex is passionate about delivering exceptional client service, building strong relationships, and expanding his expertise in operations with the career objective of leading an operations team.
He supports advisors by managing tasks such as onboarding clients, opening brokerage accounts, transferring assets, handling money movements, and fulfilling required minimum distributions, allowing advisors to focus on strengthening client relationships. Outside of work, Alex is an avid traveler and self-proclaimed foodie, always eager to explore new restaurants and cuisines.
I work with clients like they’re family, listening closely to their goals and crafting personalized financial plans that are designed to grow with them over time.
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STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
PRESERVATION OF YOUR LEGACY
Estate & Trust Planning
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible ensuring the security and preservation of a client's legacy for future generations.
UNDERSTAND YOUR INCOME STREAMS
Income Planning
Understand your income with an annual plan showing where cash flow is generated, and why. This weaves together Restricted Stock Units (RSU) flows, stock option exercises, long-term capital gains, Roth Conversions, etc.
Published Content
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Get to know
Greg
Greg brings a personal approach to financial planning, serving a diverse range of clients aged 30 to 90. With a passion for retirement planning, income strategies, estate planning, and investment management, he crafts tailored solutions that evolve with each client’s unique goals and family dynamics.
Inspired by early lessons from family and friends, Greg’s curiosity about the interplay of financial elements led him to a career dedicated to guiding others toward financial success. His expertise spans from investment allocation, savings and budgeting, workplace benefits, insurance planning, to generational wealth transitions, ensuring clients feel confident in their financial future.
At Savvy, Greg leverages a collaborative team to deliver cohesive, results-driven plans. Known for building relationships that span decades, he treats clients like family, finds joy in navigating the changing dynamics of their lives, and creates innovative solutions that align with their aspirations.
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How did you become a financial advisor?
My fascination with personal finance began in high school and continued through college, shaped by conversations with family and friends. I was fascinated by the diverse perspectives people hold about money and how different financial components come together to form a cohesive plan. I often wondered how to stay on track towards success. As I learned to plan and find solutions for my own challenges and goals, I discovered a genuine passion for helping others achieve theirs.
What types of clients do you work with?
I work with all kinds of clients, from ages 30 to 90, each with unique goals and needs. To support their financial goals, I develop personalized plans and investment strategies tailored to their individual circumstances.
What areas of expertise do you have?
As a Certified Financial Planner (CFP®), I specialize in creating customized financial plans to help clients address their unique objectives, from wealth accumulation to legacy planning.
What kinds of strategies do you help clients with?
I help clients with:
Investment allocation and portfolio strategies
Savings, income, and budgeting plans
Retirement income strategies
Maximizing workplace benefits
Insurance planning
What is your favorite part of working with clients?
I love witnessing the evolution of clients’ goals and perspectives over time. The dynamic nature of family finances and the opportunity to engage with clients as if they were my own family inspire me to craft creative, impactful solutions.
What is it like partnering with Savvy?
Savvy's innovative technology and network of internal partners enable a seamless, team-driven approach to wealth management. This means I can provide my clients with comprehensive, high-quality solutions tailored to their needs.
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