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Greg Kirwan
North Kingstown, RI
“I build lifelong partnerships with my clients, guiding them through financial milestones with personalized strategies and a family-like approach."
Greg understands that financial planning is personal and built on trust. He focuses on creating strong, lasting relationships with his clients, taking the time to get to know their individual goals, and crafting strategies that grow and adapt with them. Greg takes an approach that blends investment management, retirement planning, and generational wealth strategies to match what matters most to each client. He helps clients feel confident in their financial journey, treating them like family every step of the way.
Greg provides tailored financial planning that aligns with each client’s unique goals. Specializing in investment allocation, retirement income strategies, savings and budgeting, workplace benefits optimization, and insurance planning, Greg crafts personalized solutions. With a background in navigating complex financial landscapes and deep understanding of generational wealth transitions, Greg provides clients with strategic guidance tailored to their evolving needs. By leveraging Savvy’s technology, he crafts cohesive plans while maintaining a personalized approach.
Greg serves a diverse clientele ranging from ages 30 to 90, each with unique financial goals and needs. From young professionals building wealth to retirees planning their legacy, Greg provides personalized strategies tailored to individual circumstances. With a commitment to understanding each client’s aspirations, Greg fosters lasting relationships, guiding families through their financial journeys with care and precision.
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.
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.
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.
I help clients with:
Investment allocation and portfolio strategies
Savings, income, and budgeting plans
Retirement income strategies
Maximizing workplace benefits
Insurance planning
What sets me apart is my commitment to building deep, personal relationships with clients, many spanning decades. Understanding their families' long-term, generational goals allows me to provide meaningful, customized solutions that align with their values. My age provides a unique advantage, as clients may trust that I’ll be there to guide them and their families through generational wealth transitions.
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.
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.
Neither Savvy Wealth nor Savvy Advisors compensates directly for testimonials provided by advisors. However, advisors may have an indirect financial incentive to provide testimonials.
