Money Management


Corporate and Personal Money Management

Greenberg Capital works with executives, professional athletes and companies to create a customized plan for financial security. Drawing on an extensive list of contacts, from insurance professionals to accountants, we cull a working group to develop a savings strategy safeguarding wealth for our clients and their families.

Sessions Include:

–       Managing Pay/Living Below Your Personal Financial Radar

–       Measuring Your Financial Health Based on Age, Income, Expenses and Lifestyle

–       Individualized Risk/Reward Profiles

–       Tracking Expenses and Staying Within Budget: Simple Tricks

–       Creating Nest Eggs

–       One-on-One Coaching Sessions and Individual Assessments

To learn more about how you or your company could benefit from a Greenberg Capital session, sign up for a free custom intake here.