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Mini greg birrell guidevine profile
Black Mountain Wealth Advisors, LLC
Carefree, AZ

Greg Birrell

Seeking risk adjusted returns through a quantitative process.
Score:
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Meet Greg

Introduction - Greg Birrell
Introduction - Greg Birrell
Portfolio Management at Black Mountain Wealth - Greg Birrell
Portfolio Management at Black Mountain Wealth - Greg Birrell
Income Planning at Black Mountain Wealth - Greg Birrell
Income Planning at Black Mountain Wealth - Greg Birrell
Video Transcripts

For the past eight years, Greg has served as the Chief Investment Officer of Black Mountain Wealth
Advisors, LLC. His firm understands that retirement planning and investing are ever-changing landscapes that require careful consideration. With interest rates at such low levels, investors need to have an understanding of how to create income longevity in a rising rate environment. With 17 years of
experience, through collaborative discussion and analysis of client…

For the past eight years, Greg has served as the Chief Investment Officer of Black Mountain Wealth
Advisors, LLC. His firm understands that retirement planning and investing are ever-changing landscapes that require careful consideration. With interest rates at such low levels, investors need to have an understanding of how to create income longevity in a rising rate environment. With 17 years of
experience, through collaborative discussion and analysis of client needs, Greg helps guide investors by
creating retirement strategies and investment programs to meet specific long-term financial objectives.

Prior to starting Black Mountain Wealth Advisors, LLC, Greg worked as a financial advisor for Bank of
America/Merrill Lynch and then Wachovia Private Bank. His current credentials include the Series 6, 7,
31, 63, and 65 securities licenses.

Together with his wife and two children, Greg's family enjoys a variety of activities that take advantage
of Arizona weather, including camping and sports. Greg also serves as an active board member of the
non-profit Children's Cancer Aid and Research Institute.


Services offered

Investment Management
Financial Planning
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Insurance Management
Alternative Investments
Personal Lending
LGBT Services
Socially Responsible Investing
Employer Sponsored Retirement Plans

Experience with

Small business owners
Medical professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Fee & Commission

Education

Bachelors
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