SCOTT J. GREENBERG

FOUNDER AND CHIEF FINANCIAL STRATEGIST

Scott appears in the Top 100

People in Finance Magazine

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Scott J. Greenberg, CFP, ChFC, RICP

Scott J. Greenberg, CFP®, ChFC, RICP, has always loved working with numbers and helping people, so as a college student who saw the tremendous impact of the 2007-08 financial crisis, he resolved to join the financial industry to help others avoid the mistakes of the past. Without wasting a moment’s time, Scott passed the FINRA Series 7 registration during his senior year of college, graduated on a Friday, and then launched SJG Private Wealth Management the following Monday in Falls Church, VA. In alliance with Equitable Advisors, SJG was founded with the mission of helping successful professionals in the D.C. metro area create, grow, and protect their wealth. With a focus on retirement income and tax efficient investing, SJG works with clients to develop and implement portfolio strategies, which allow them to concentrate less on money and more on enjoying their lives. Since opening their doors in 2010, SJG has served over 500 clients, expanded to maintain several offices, and was named the 2019 Business of the Year by Brick Chamber of Commerce.

 

Currently accepting clients exclusively by referrals, SJG now serves families nationwide, following four core commitments: straight talk, proactivity, logical advice, and transparent costs. “We don’t do any marketing or advertising, as our goal is to earn referrals by providing the best experience possible for our clients,” says Scott. However, he does credit significant involvement in Rotary International for part of SJG’s success, as he has been involved with the civic organization for over a decade, serving as a local club president and district treasurer among other roles. 

 

Scott has received numerous recognitions, such as 2017’s Forty Under 40 by NJBIZ Magazine, multiple Five Star Wealth Manager Awards, and features in Forbes, Washington Post, Asbury Park Press, Ocean and Coast Star, NJBIZ, The American Bar, Fortune, and Washingtonian. However, his biggest reward is the free time he gets to spend with his family and his wife, Kait. “She is an enormous part of our success,” he shares.

 

Contact:

Scott J. Greenberg, CFP, ChFC, RICP

Founder and Chief Financial Strategist

SJG Private Wealth Management

Website: www.sjgpwm.com

Point Pleasant Beach, NJ

Falls Church, VA

Columbia, MD

 

Scott J Greenberg offers securities through Equitable Advisors, LLC, member FINRA/SIPC (Equitable Financial Advisors in MI & TN).  SJG Private Wealth Management is not owned or operated by Equitable Advisors. PPG-160182 (Exp 5/23)