Certus Member

Since February 2024

Greg Caldwell

Greg Caldwell

Summit Global Private Wealth Partner-Financial Advisor
Financial Advisor

Bio

I am a Partner and Private Wealth Advisor at Summit Global Private Wealth, where I help individuals, families, and business leaders align their wealth with purpose.

My professional journey began in the early 2000s, where I built and scaled businesses across sales, operations, and finance. Rising to the role of Vice President, I oversaw complex organizational structures and developed a deep understanding of how companies grow, thrive, and sometimes stumble. Those lessons built the foundation for my transition into private wealth management in 2017, a shift driven by my desire to work directly with people to help them grow and protect their wealth.

Today, I draw on two decades of real-world business and financial experience to deliver strategies that go far beyond investment management. My approach combines institutional level portfolio design with comprehensive planning, covering retirement income, business transitions, insurance design, and tax efficient strategies. Having consulted across multiple industries, I understand the unique financial nuances that entrepreneurs, executives, and high net worth families face.

At the heart of my work is a simple belief: true wealth is about more than numbers on a balance sheet. It is about creating clarity, structure, and confidence so clients can focus on what matters most, whether that is building something bigger, protecting what they have achieved, or ensuring their legacy carries forward.

Outside the office, I am a husband to Andrea and a proud dad to three children. I believe wealth is most meaningful when it supports intentional living, generosity, and strong family connections.

Industry

Greg's Groups

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

About Us

We are an intentional B2C networking organization that focuses on quality over quantity and long term relationship building.

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Contact

Westminster, CO 80003

info@certusnetwork.com
https://certusnetwork.com