Karen Greb

CAP® i

Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

Professional Profile

About me (self-reported)

I am the founder of a multigenerational wealth management team who works with multigenerational clients. We help clients with managing both investment assets as well as financial liabilities. We provide financial planning services for retirement, education, and philanthropy. We work closely with the client's attorney and accountant to provide both tax efficiency and a coordinated holistic strategy.

Office Location 600 Grant St., 49th Floor

Pittsburgh, PA 15219

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My Expertise Philanthropic & Estate Planning Designations Held

CAP® i

Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

Minimum Assets $1,000,000 - $1,999,999 Minimum Income $200K - $249,999 Languages Spoken (self-reported) English

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