A collaborative approach. Effective outcomes. Private Wealth Management
Every family has different priorities, values and challenges. At The Greenly Group, we understand that your family is unique, and requires advice that is tailored to your exact needs and the goals that matter most. We follow a thoughtful and highly customized planning process that reflects the complexity of your wealth, your current priorities and those long-term goals that one day will impact future generations.
Our Private Wealth Management practice works with multigenerational families, entrepreneurs, and their family offices, anticipating needs and striving to exceed expectations. We provide a boutique-like experience, using a collaborative team approach with our highly responsive client service and concierge team to meet your needs. Our experience enables us to confidently deliver a wide range of financial solutions with transparency, detail and efficient execution, while also educating the next generation to help carry on the success of your family. We believe lasting relationships are fortified by open communication, teamwork, the ability to deliver the right resources and our commitment to creating effective outcomes on your behalf.
The Greenly Group
215-496-2006
215-496-2051
855-222-9317
1735 Market Street
35th Floor
Philadelphia, PA 19103
“We understand that finances are only a part of what matters most to many of our families. That's why we help them build a dynamic plan that can evolve with their changing lives - for generations to come. Their plan can provide the confidence and freedom to pursue their passions to make a difference.”
— Michael Greenly
Michael Greenly has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, Pennsylvania, 2019 – 2020
Personalized access and solutions
We work with exceptional families to build strategies that serve current generations and are flexible enough for the needs of future generations.
Strategic Wealth Assessment (SWA) - Overview
Turning Success into a Family Tradtition
Whether we’re helping to develop tax-efficient strategies for exiting a business, reducing estate tax exposure, or transitioning wealth to future generations, we focus on the full cycle of business needs.
Preparing for a strategic exit: Your guide to unlocking a lifetime of work
Business owners are different-Intellectual Capital Blog
Financial planning for business owners comtemplating a liquidity event
Coordinating with your family office, we can help bridge the generations within a family and deliver a planning structure that is focused on preserving wealth, seizing opportunity and creating continuity.
We understand the important role that executive compensation plans play into overall wealth strategy. This is especially true for senior executives who have more complex financial circumstances and rewards.
The ins and outs of stock options and equity compensation
Planning for the sale of a corporation: A focus on income taxes
Understanding everyone needs an evolving plan
We’ll work with you to build a life plan that evolves with your needs and helps you navigate the intersection of family, business, finance and legacy.
Personalized service that fits your family, business and passion
Accessing the deep resources of UBS and our extensive external network, rely on us to be proactive and attentive to detail, always offering the highest level of personalized service.
Our perspectives
Our solutions
Insights