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Who We Are…
Our Leadership Team has over a century of experience servicing Ultra High Net Worth Families and their unique needs. We stay on the cutting edge of investment ideas, products, and tax legislation to meet the investment management and estate planning needs of our clients.
Our Areas of expertise include: Private Placement, Private Equity, Private Credit, Family Office Consulting, Estate Planning, Business Planning/Continuation, Personal Income Protection, Premium Finance, Private Wealth Management, Life Insurance, and pension plans.
As a part of M Financial Group, we lead one of the nation’s premier services distribution companies. Through our exclusive partnerships with the leading multi-billion dollar investment and insurance companies, our professionals are able to provide exclusive solutions required to satisfy the complex needs of the ultra-affluent.
How can we help? Contact us today for more information:
Who We Are…
Our Leadership Team has over a century of experience servicing Ultra High Net Worth Families and their unique needs. We stay on the cutting edge of investment ideas, products, and tax legislation to meet the investment management and estate planning needs of our clients.
Our Areas of expertise include: Private Placement, Private Equity, Private Credit, Family Ofice Consulting, Estate Planning, Business Planning/Continuation, Personal Income Protection, Premium Finance, Private Wealth Management, Life Insurance, and pension plans.
As a part of M Financial Group, we lead one of the nation’s premier services distribution companies. Through our exclusive partnerships with the leading multi-billion dollar investment and insurance companies, our professionals are able to provide exclusive solutions required to satisfy the complex needs of the ultra-affluent.
How can we help? Contact us today for more information:
Eagle Rock Wealth Management Inc and Greenberg & Rapp Financial Group, Inc., and its representatives, are presently licensed to sell traditional life and variable life insurance in: , CO, CT, FL, IL, VT, MA, MD, MN, NC, NJ, NY, OH, OR, PA, SC, RI, TX, VA, WA, NV, and CA. Ronald J. Greenberg*, California license #0C60397 . Insurance services are limited to residents of the above listed state. Residents of other states should consult with a local agent for insurance services. *Securities and investment advisory services offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC.
Eagle Rock Wealth Management Inc and Greenberg & Rapp Financial Group, Inc., is independently owned and operated. Please go to http://www.mfin.com/disclosure for further details regarding this relationship.
Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.
MHS B/D and/or RIA For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.
Eagle Rock Wealth Management Inc and Greenberg & Rapp Financial Group, Inc., and its representatives, are presently licensed to sell traditional life and variable life insurance in: , CO, CT, FL, IL, VT, MA, MD, MN, NC, NJ, NY, OH, OR, PA, SC, RI, TX, VA, WA, NV, and CA. Ronald J. Greenberg*, California license #0C60397 . Insurance services are limited to residents of the above listed state. Residents of other states should consult with a local agent for insurance services. *Securities and investment advisory services offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC.
Eagle Rock Wealth Management Inc and Greenberg & Rapp Financial Group, Inc., is independently owned and operated. Please go to http://www.mfin.com/disclosure for further details regarding this relationship.
Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.
MHS B/D and/or RIA For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.