Centennial
Join us for a quick one hour meeting to learn more about our organization, the Centennial Group, and how being a member will help you accomplish your goals!
- Day: Thursdays
- Time: 9:00am - 10:15am
- Summit Global Private Wealth
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Address
620 South Main Street
Bountiful UT, 84010 - Office Number +1 (970) 364-2799
- Website https://www.sgipw.com/
- Linkedin https://www.linkedin.com/in/gregrcaldwell/
Greg Caldwell
Summit Global Private Wealth
Partner-Financial Advisor
Financial Advisor
Bio
I’m a Partner and Private Wealth Advisor at Summit Global Private Wealth, where I help entrepreneurs, executives, and multi-generational families structure, grow, and protect wealth with the discipline of a Multi-Family Office.
My professional career began in the early 2000s building and scaling businesses across sales, operations, and finance. Over time, I rose into executive leadership as a Vice President, overseeing complex organizations and gaining firsthand experience in how companies expand, where inefficiencies hide, and how poor planning compounds risk. Those lessons ultimately led me into private wealth management in 2017, driven by a desire to apply real-world business judgment to personal and family wealth, not just investment theory.
Today, my work extends well beyond what most people associate with a “financial advisor.” I operate within a Multi-Family Office framework, coordinating institutional-level portfolio design with advanced planning across retirement and income strategy, business transitions, insurance architecture, tax efficiency, and intergenerational wealth considerations. My role is to act as a strategic quarterback—bringing structure, oversight, and alignment across a client’s entire financial ecosystem.
Having consulted across multiple industries, I understand the unique challenges faced by business owners and high-net-worth families: concentrated risk, liquidity events, uneven cash flow, tax drag, and the complexity that comes with success. Rather than offering one-off recommendations, I help clients build durable systems—designed to evolve as their lives, businesses, and priorities change.
At the core of my philosophy is a simple belief: true wealth is not just about returns. It’s about clarity, control, and confidence. When those are in place, clients are free to focus on building what matters, protecting what they’ve earned, and stewarding their legacy with intention.
Outside the office, I’m a husband to Andrea and a proud father of three. I believe wealth is most meaningful when it supports intentional living, generosity, and strong family connections.