Principal, Regional Director |
As a Principal and Regional Director with Wipfli Financial, Greg has fostered an environment that focuses on client needs and building relationships. Greg Sintow began his career, strangely enough, as a commercial scuba diver in Miami Beach. Within five years of deciding to take on more challenging work in the financial industry, he was a leading representative for Prudential Financial and managed 46 brokers.
Greg actively embraces not only the challenges facing individual investors, but specializes in business financial planning and investment decisions using his years of diverse experience gained at a nationwide asset management firm, as a trust officer and as a bank vice president. Greg manages and monitors his business clients’ 401(k) plans and meets on a regular basis with their board or investment committee to make sure financial plans are meeting their goals. He also works with employees and leads training seminars to educate them on investment obstacles and opportunities. Greg monitors foundations and endowments and helps institutions develop Investment Policy Statements (IPS) to guide their investment strategies.
Greg describes his typical individual client as someone who has managed their portfolio in the past, but is ready to let someone else drive the bus – from managing their taxes and trusts to making sure income is distributed and cash is available when they need it.
Greg aims to provide each client with a comprehensive personal strategy that is always looking ahead, while educating and involving them fully in every decision being made.
"My job is to communicate the why and what of important decisions: why and how we chose the money manager, what is our process and how our asset classes work, what could happen to their money in a good and bad year, the average over five years and the average over 10-20 years.”
Away from the office, Greg uses his captain's license to enjoy sailing and surfing with his family.
Clients place their trust in me and I see it as a big responsibility. I want to earn their trust and respect. It’s very rewarding and I sleep better at night because I’m doing the right things for my clients.