Greg Kirwan, CFP®

Hi there👋🏼 I'm Greg, a Certified Financial Planner (CFP®) and Wealth Manager with over 20 years of experience helping clients from ages 30 to 90 strive to achieve their financial dreams through tailored strategies, my passion for building personal, decades-long relationships allows me to craft solutions that evolve with each client’s unique goals and family dynamics. I help guide clients through investment planning, retirement strategies, and generational wealth transitions with care and precision. 

GREG'S TEAM:

Alex Galbo

Michael McCarthy CFP®

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North Kingstown, RI

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How greg works with clients
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 “I work with clients like they’re family, listening closely to their goals and crafting personalized financial plans that are designed to grow with them over time.”

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How can I help?

​​Investment Management

STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
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Estate & Trust Planning

PRESERVATION OF YOUR LEGACY
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible ensuring the security and preservation of a client's legacy for future generations.
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Income Planning

UNDERSTAND YOUR INCOME STREAMS
Understand your income with an annual plan showing where cash flow is generated, and why. This weaves together Restricted Stock Units (RSU) flows, stock option exercises, long-term capital gains, Roth Conversions, etc.
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Get to know Greg

Greg brings a personal approach to financial planning, serving a diverse range of clients aged 30 to 90. With a passion for retirement planning, income strategies, estate planning, and investment management, he crafts tailored solutions that evolve with each client’s unique goals and family dynamics.

Inspired by early lessons from family and friends, Greg’s curiosity about the interplay of financial elements led him to a career dedicated to guiding others toward financial success. His expertise spans from investment allocation, savings and budgeting, workplace benefits, insurance planning, to generational wealth transitions, ensuring clients feel confident in their financial future.

At Savvy, Greg leverages a collaborative team to deliver cohesive, results-driven plans. Known for building relationships that span decades, he treats clients like family, finds joy in navigating the changing dynamics of their lives, and creates innovative solutions that align with their aspirations.

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How did you become a financial advisor?

My fascination with personal finance began in high school and continued through college, shaped by conversations with family and friends. I was fascinated by the diverse perspectives people hold about money and how different financial components come together to form a cohesive plan. I often wondered how to stay on track towards success. As I learned to plan and find solutions for my own challenges and goals, I discovered a genuine passion for helping others achieve theirs.

What types of clients do you work with?

I work with all kinds of clients, from ages 30 to 90, each with unique goals and needs. To support their financial goals, I develop personalized plans and investment strategies tailored to their individual circumstances.

What areas of expertise do you have?

As a Certified Financial Planner (CFP®), I specialize in creating customized financial plans to help clients address their unique objectives, from wealth accumulation to legacy planning.

What types of strategies do you usually help clients with?

I help clients with:

  • Investment allocation and portfolio strategies

  • Savings, income, and budgeting plans

  • Retirement income strategies

  • Maximizing workplace benefits

  • Insurance planning

Is there a unique approach that sets you apart?

What sets me apart is my commitment to building deep, personal relationships with clients, many spanning decades. Understanding their families' long-term, generational goals allows me to provide meaningful, customized solutions that align with their values. My age provides a unique advantage, as clients may trust that I’ll be there to guide them and their families through generational wealth transitions.

WHAT IS YOUR FAVORITE PART ABOUT WORKING WITH CLIENTS

I love witnessing the evolution of clients’ goals and perspectives over time. The dynamic nature of family finances and the opportunity to engage with clients as if they were my own family inspire me to craft creative, impactful solutions.

Working with Savvy

Savvy's innovative technology and network of internal partners enable a seamless, team-driven approach to wealth management. This means I can provide my clients with comprehensive, high-quality solutions tailored to their needs.

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Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.

Alex Galbo

Client Services Associate

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Alex Galbo is a dedicated Client Services Associate with seven years of experience in the finance industry, beginning his career as a Business Relationship Manager at Bank of America. Holding an Associate’s Degree from BMCC in Manhattan, a Business Administration Degree from Capella University, and an SIE certification, Alex is passionate about delivering exceptional client service, building strong relationships, and expanding his expertise in operations with the career objective of leading an operations team.

He supports advisors by managing tasks such as onboarding clients, opening brokerage accounts, transferring assets, handling money movements, and fulfilling required minimum distributions, allowing advisors to focus on strengthening client relationships. Outside of work, Alex is an avid traveler and self-proclaimed foodie, always eager to explore new restaurants and cuisines.

Michael McCarthy, CFP®

Investment Operations & Client Experience Lead

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Mike has been in the wealth management industry for 10 years, beginning his career at BNY Mellon’s Silicon Valley office. There, he learned the intricacies of wealth management and discovered his passion for helping families achieve their financial goals. He later became a Portfolio Manager at an ultra-high net worth RIA in Boston, where he honed his skills in developing custom investment strategies for clients.

Inspired by Savvy’s mission to bring a tech-focused energy to the wealth management industry, Mike joined the firm in July 2022 to drive the launch and continued evolution of their advisory capabilities. At Savvy, Mike has played a key role in developing, launching, and managing the in-house investment solution, Savvy Wealth Investment Management (“SWIM”). He also leads Savvy’s Client Experience Team, partnering closely with associates and advisors and aimed at  producing best-in-class services for their clients.  

Mike is a graduate of Northeastern University and holds his Certified Financial Planner™ (CFP®) designation. He resides in New York with his wife, Alex, and their golden retriever, Bondi.

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