Greg Wachter
Greg Wachter has helped clients plan for retirement and other goals utilizing forward thinking strategies that target their specific objectives since 2010. A key area of focus during his career as a financial advisor was providing risk management solutions including life, long-term care, and disability income insurance. Today, he leverages that experience to support the consulting and sales efforts of over 350 financial planners and advisors serving the protection and risk management needs of clients in all fifty states. Greg’s approach is to make insurance an integral component of each client’s comprehensive wealth management plan. He provides strategies that leverage insurance for wealth preservation, wealth accumulation, wealth transfer planning and access to liquidity. He has a broad and deep understanding of the various insurance products available and works to find the best solution for each situation. Greg spends considerable time educating both advisors and clients on the sometimes complex offerings in the marketplace. He received a Bachelor degree from Quinnipiac University.