Our Firm

A personalized strategy for each of your life goals.

At Greco-Nader Wealth Navigation our goal is to construct a financial roadmap specifically tailored to each individual or family. Since people aren't the same, financial plans should never be the same. They are unique, just like the people with whom we work.

Most of our clients have earned their wealth. They have a strong work ethic and have spent years sacrificing to build their financial security for themselves and their families. Once our families reach retirement, they have the goals of enjoying their lives, traveling, spending time with their families, and pursuing other hobbies. They want to be certain they will never run out of money. However, making money last through retirement has never been so challenging. People are living longer, fewer have pension plans, and purchasing power decreases due to inflation.

Our focus is working with retirees, specifically, retirees who are approaching retirement and going through the retirement transition. It doesn't matter whether they were a successful entrepreneur, a corporate executive or owned a family business; all of our clients come to us with the same three concerns about their retirement:

  • Where will our income come from and will it be enough?
  • How can we be sure we will never run out of money?
  • How do we continue to create and provide multi-generational wealth?