Say hello to
planning par excellence.
Greg Moss, CFP®
Wealth Manager & Partner
Something of a renaissance man in his own right, Greg is a firm believer in Thoreau’s maxim that ‘Wealth is the ability to fully experience life’. To this end, Greg’s approach to financial planning and wealth management is both holistic and realistic. Just as every client is unique, so too are their goals, desires, dreams and personal aspirations. And for Greg, success lies not only in helping create a viable and resilient financial pathway, but also in seeing each client realize their own vision of personal fulfillment enabled by enduring financial security.
After earning his CFP® designation, Greg put his passion for planning to work at Edelman Financial Services LLC, and in 2017 brought his beyond-the-balance-sheet brilliance to Heller Wealth Management. In 2020, Greg became a partner – something our clients have long regarded him as in reference to their own
experience with him. Greg also spearheads our 401(k) division helping small businesses build their corporate retirement plans.
In true renaissance fashion, Greg has an abiding interest in many of life’s sensorial pursuits and pleasures. From touring local wineries, to teeing off just about anywhere with a fairway, to attending summer concerts and major league sporting events. ( Look up ‘diehard Yankees, Giants and Islanders fan’ and you should see Greg’s picture.) On the bucket list is hitting all 30 MLB stadiums and on-the-rocks is only the choicest A-Grade bourbon. If that doesn’t say planning for the future while savouring life today, we don’t know what does.