Greg Patterson, MBA OO, co-owner/co-founder of The Advisory Group
The Advisory Group is a Wealth & Life Strategy firm, designed to help people make work optional through life-changing financial advice. The firm advises approximately $1billion.
Has your success unlocked new opportunities, challenges, and questions? At The Advisory Group, we take a holistic approach to financial planning and wealth management, to help you articulate and create the life you want. With the right knowledge, listening, guidance, strategies, and a proven process, we are your financial coach and support team, simplifying and optimizing your financial life and goals. As a result, you can enjoy more time doing what is most important to you, while knowing how to stay on track. We are true fiduciaries, your goals and interests always come first.
Turn your success into freedom, and also improve the lives of others. The Advisory Group serves business owners and leaders in their three financial opportunity/responsibility realms: Self/family (personal wealth); Employees (retirement plans), and; Community (endowments).
As part of our commitment to giving back, The Advisory Group of San Francisco, LLC makes a donation to Haas in the first year of every new relationship with a Haas alum.
Learn more: www.AdvisoryGroupSF.com
Have a conversation: www.calendly.com/GregMakeWorkOptional