Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
412.566.6537
600 Grant Street
Floor 49
Pittsburgh, PA 15219
Our team is comprised of talented and experienced financial advisors who are committed to building strong relationships with you based on trust and one-on-one collaboration.
At Greb Wealth Management Group, we help people who are experiencing life events have the advice and guidance that helps them make the right financial decisions.
Our clients are all ages and include many multigenerational families. They work in medicine, law, engineering, and technology, or have already retired. No matter their life stage, we proactively guide them through their financial journey.
Common life events include:
We enjoy getting to know our clients while we serve as their trusted financial counsel.
Our goal is to help ease clients’ minds as they find clarity in their decisions. We know their passions. We understand their worries. And we embrace the uniqueness of each person.
We want their lives to become better by working with us. We do everything we can to make that goal a reality.
Greb Wealth Management Group is a multigenerational financial practice comprised of a mother-son advisory team. Founded in 1978, we help each client diligently get their financial house in order during important life events.
How we support our clients:
Also, we all have professional certifications that we believe improves our ability to thoughtfully serve our clients.
Financial Planning
Planning is the foundation of our wealth management support. We address each clients’ goals and continually update their plan as the world and their lives change.
Money Management
We professionally manage our clients’ investment portfolios in a disciplined, diversified manner and incorporate their personal risk levels across their strategies.
Multigenerational Planning
We support families with multigenerational needs and help address each person’s unique financial and life priorities.
Philanthropic Planning
We help clients support the communities and causes they care about while incorporating their goals into their estate planning needs.
We work best with people who share our commitment to hard work, family and education. Our goal is to help clients preserve and grow their wealth so they can enjoy it in retirement, provide for the next generations of their family and leave a legacy through charitable gifts.Karen Greb, Wealth Management Advisor
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Merrill
Senior Trust Officer
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #481579
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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