Greg Wolff

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Greg Wolff, CFP®
Managing Member
Wolff Financial Group, LLC
860-783-5410
gwolff@wolff-financialgroup.com
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Greg is a nationally recognized consultant, lecturer, and insurance professional. He has published articles in several national insurance magazines, has co-authored the financial need analysis 1 cassette program, and has spoken throughout North America, including nine times at the prestigious Million Dollar Round Table. Greg has qualified for the Round Table for over 40 years and has also qualified for the Top of the Table, the Forum 400, and is a past president of the Hartford Association of Insurance and Financial Planners.

He is listed in Who's Who in America and Who's Who in Industry and Finance. Greg earned the coveted Certified Financial Planner designation early in his career, and in 2008 was recognized as one of the top financial planners by Consumers Council of America. Greg is a graduate of the University of Connecticut, where he was co-captain of the swim team and an All New England swimmer. In 2013, Greg was the recipient of the Red O'Neill Award - the University of Connecticut's highest honor for a former student athlete who has made a significant contribution to and achieved great success in their chosen field of endeavor.

Greg's involvement in the community goes beyond the insurance business. He currently serves on the boards of the Savings Bank of Manchester Charitable Foundation and the Connecticut Center for Entrepreneurship and Innovation. He is a member of the Founder's Society of the University of Connecticut as well as serving on the board of directors of the Wolff Family Charitable Foundation.

Greg was a 30-year board member of Eastern Connecticut Health Network, which included serving as a vice chair of the executive committee, he was also a past board member and served on the executive committee of the Savings Bank of Manchester. Other community activities include past president of the Manchester Chamber of Commerce, past chairman of the Hartford March of Dimes walk-a-thon, past chairman of the Manchester Heart Fund Drive, Highland Capital advisory board, co-founded of the Manchester Soccer Camp, board member of Ellington Ridge Country Club, head of Golf Committee and advisory board member of Lakewood Ranch Country Club, president of local USS Swimming chapter, and former executive committee member of the Kingswood Oxford School Parent Council.

Greg is imminently qualified in estate, business and tax planning as well as life, disability and long-term care insurance.  He also has a very broad experience in placing life settlements and helping people with exit strategies on their life insurance.

Greg is one of the foremost professionals in the country working with family businesses on how to transition the ownership to the next generation and provide affordable and tax-efficient exit strategies.  His goal is to be a trusted advisor that works with the CPA and attorney to help the family with their business issues.  Greg works with his son and partner, Keith, so they have a unique perspective and understanding firsthand how family businesses work.  Together Greg and Keith try to maximize the income the parents receive in retirement, transferring the ownership to the next generation in the most tax-efficient and practical way possible.  Greg and Keith have helped over 500 family businesses with this objective in mind.  They're both certified financial planners and continue to attend seminars, workshops and family business meetings to keep current on cutting-edge strategies for their clients.

Greg's leisure time is spent playing golf and sharing time with his family: his lovely wife, Liz, their son, Keith, daughter-in-law Kris and their two boys, Jackson and Devin, their son James and their son Kyle, his wife, Kelsey, and their daughter Libby and son Matthew.  

 

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We have advisors licensed to sell insurance in the following jurisdictions: AK, AZ, CA, CO, CT, DC, FL, GA, IL, IN, ME, MA, MD, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, VT
Keith's CA License #0G77912, State of Domicile: CT
Randi's CA License #0L78246; State of Domicile: CT

We have advisors licensed to sell securities in the following jurisdictions: CA, CO, CT, FL, GA, IN, ME, MA, MI, NH, NY, NC, OH, OR, PA, RI, SC, TX, VA, VT
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Wolff Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 200 Clarendon Street, 19th & 25th Floors. Boston, MA 02116. 617-585-4500. CRN202301-276948

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