For Greg Boll, wealth management goes far beyond just numbers and rates of return. His true passion is helping families redefine their mindset around wealth to create a legacy of significance that spans generations.

With over 25 years of experience, Greg has built his career on being a trusted advisor that takes a uniquely holistic approach. He partners with his clients to steward their assets in purposeful ways that allow finances to become a catalyst for meaning, impact and personal growth.

At the core of Greg's philosophy is promoting the joy and fulfillment that comes from strategic philanthropy. He educates and inspires families to discover their highest callings and leverage their wealth to support the causes they care most deeply about. Greg relishes those "aha" moments when a client realizes how their resources can positively transform communities and lives in perpetuity. 

A lifelong student himself, Greg instills in clients the importance of having a growth mindset versus being satisfied with the status quo. He challenges them to constantly learn, evolve and unlock their highest potential for themselves and future generations. Greg's guidance helps families build customized wealth plans and giving strategies that are a living, breathing embodiment of their deepest held values. 

Greg's own life experiences make him intimately familiar with the difficulties, yet profound rewards, that can come from pursuing a path of intentional significance over conventional success metrics. His journey is a testament to the eternal impact possible when people commit to constant growth and generosity. 

Whether addressing financial stewardship, philanthropic giving, or fully actualizing one's life purpose, Greg acts as a tireless catalyst for positive change. His mission is using wealth to empower families to leave a legacy guided by faith, ethical principles and making the world a better place for generations to come.