St. Louis Wealth management
Meet Greg: Your Financial Advisor
Gregory E. Robinson, J.D., is the founder and President of Estate Planning & Wealth Strategies, Inc., and brings a unique combination of over three decades of legal experience and twenty-three years of investment advisory expertise to the
table. This rare blend of skills provides him with a unique perspective that sets him apart from many other financial advisors.
Award-Winning Commitment
Gregory E. Robinson is a ten-time recipient of the prestigious Five Star Wealth Manager award, underscoring his unwavering dedication to his clients and his commitment to excellence in financial advisory services.
Comprehensive Wealth Strategies
As an independent financial advisor based in the St. Louis area, Greg offers a wide array of wealth strategies tailored to meet the unique needs of each client. His independence ensures that he provides objective advice and a broad spectrum of investment solutions designed to help you build, protect, and transfer your wealth.
Why Choose Greg?
Greg's extensive legal background equips him with valuable insights that he leverages when helping clients achieve their financial goals. By integrating his legal experience with his financial acumen, Greg assists his clients in making informed and strategic financial decisions.
Let's Connect
We invite you to meet with Greg to explore how his unique blend of legal and financial expertise can assist you in achieving your investment and financial goals. Contact us today to schedule a consultation and take the first step towards a more informed and secure financial future
To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.
OUR MISSION STATEMENT
My mission is to empower you to achieve your financial goals and live the life you desire. I create tailored strategies focused on wealth management and estate planning by understanding your unique needs. With extensive experience as a financial advisor and attorney, I help you navigate financial challenges to reach your financial objectives.
OUR PROCESS
We assist clients with solutions based on their particular needs using a simple 4-Step Process:
Obtain and Analyze Financial Information
We start by collecting and reviewing your financial details to gain a clear understanding of your specific needs and goals. This includes assessing your assets, risk tolerance, tax bracket, investment time frame, liabilities, and cash flow requirements.Formalize Your Plan
After identifying your goals, we help create an Investment Policy Statement (IPS). Your IPS serves as a roadmap for your investment decisions, addressing both your current needs and future objectives.Implement Your Plan
With your IPS as a guide, we assist in executing your plan. This involves investing your assets according to the goals and objectives outlined in your IPS.Monitor and Update
We schedule regular meetings to review and adjust your plan. We discuss current economic conditions, evaluate market performance, and assess your portfolio to ensure it remains aligned with your goals and adapts to any life changes.