Gregory Wassey

Greg founded Wassey Wealth Management in 2015 after working as a financial advisor with a large team at Wells Fargo Advisors. With 25 years of experience in the industry, he brings deep knowledge across the full spectrum of financial planning.

Greg helps clients develop clear investment objectives and build portfolios that reflect their unique goals and risk tolerance. His expertise spans aggressive growth strategies, conservative fixed-income accounts, and alternatives to concentrated holdings. He draws on broad market knowledge when recommending selected equities, fixed-income strategies, and portfolio adjustments.

Beyond investment management, Greg assists clients with cash flow education and retirement planning, regularly reviewing accounts to adapt as market conditions and financial objectives change. He is a member of the Georgia Securities Association.

Greg lives and works in Alpharetta, Georgia, where he enjoys cycling, hiking, and auto racing.