As an Investment Advisor and Certified Financial Planning Professional: Greg address the needs of successful professionals, business owners and retirees, providing advice on investments, taxation, and personal insurance.
Advising affluent families and institutions Greg work’s with each client’s tax and legal advisors on matters, including tax and estate planning, concentrated stock positions and sales of privately held businesses.
Investment Banking & Capital Raising
Access to capital is a critical part of your company’s business strategy. With a dedicated team in Capital Markets Greg works with you to understand your company’s ambitions and determine how best to fulfill them.
With a broad array of financing solutions, ranging from traditional loans and commitments to complex structured financing, we’ll help take your business to the next level.
Our primary objective is to build and grow exceptional companies. We deliver capital and industry-leading experience to companies in all stages of advancement to facilitate growth towards their full potential.
Our results are driven from the following core fundamentals: sophisticated expertise and individuals with a commitment to excellence.
greg.calpakis@holliswealth.com
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