Our Story


Greco-Nader Wealth Navigation

is a boutique financial planning firm that is built on family values. Our team of experts take a 360 degree approach to help you navigate your future. Founded in 1984, Greco-Nader has built it's practice with one goal in mind: helping family's achieve their best possible life.

We work primarily with top level executives, business owners and retirees to create customized financial plans that are unique to their needs. This is why before we begin any endeavor, we create a written financial plan which encompasses a deep understanding of our client's goals, lifestyle needs and their ultimate legacy. We understand that life can throw unexpected turns so we are here, every step along the way, to guide our client's decision-making. 

Our clients experience firsthand what it's like to be a part of an organization that is truly invested in their future. Here at Greco-Nader, we consider our clients like family.


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