LaGreca Wealth Management

At LaGreca Wealth Management, we believe that every client is unique, and financial plans should be tailored to each individual client. With this philosophy in mind, we offer objective advice and portfolio management services to families and businesses across the United States.

A Rich History

The story of LaGreca Wealth Management began on October 19, 1987, a day that would become known as Black Monday. The Dow Jones Industrial Average lost more than 22% of its value that day, the largest one-day percentage drop in the Dow Jones' history. Paul A. LaGreca Jr., President of LaGreca Wealth Management, recalls his father, Paul Sr., making phone calls to every client late into the evening to discuss what had happened and how best to proceed. This experience taught a valuable lesson in hard work, honesty, and compassion, which guides us today.

Our Leadership

Paul A. LaGreca Jr. is the President of LaGreca Wealth Management and has nearly two decades of wealth management experience. Prior to founding LaGreca Wealth Management, Paul spent five years managing the Danvers, Massachusetts office for a large multinational investment firm. Paul earned his degree in business from Bentley College and holds his series 7, 24, 63, and 66 securities registrations with LPL Financial and is life and health insurance licensed. Paul's top priorities are to keep clients focused on their goals, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach.

Our Services

LaGreca Wealth Management offers a range of services designed to help clients achieve their financial goals. Our services include:

• Wealth Management: Our wealth management services are tailored to each individual client, taking into account their unique financial goals, risk tolerance, and investment objectives.
• Portfolio Management: Our experienced team of investment professionals will work with you to create a customized investment portfolio that aligns with your financial goals and risk tolerance.
• Financial Planning: Our financial planning services include creating a comprehensive plan that addresses your financial goals, risk management, and estate planning.
• Retirement Planning: We will work with you to create a customized retirement plan that addresses your retirement goals, income needs, and investment objectives.

Our Capabilities

At LaGreca Wealth Management, we believe that financial planning is not a one-time event, but rather an ongoing process. We take into account ongoing changes in your life, your resources, and the financial decisions you need to consider. Our capabilities include:

• Retirement planning
• Estate planning
• Tax planning
• Investment management
• Risk management

Our Thought Leadership

At LaGreca Wealth Management, we are committed to staying ahead of the curve and providing our clients with the latest insights and research on the financial markets. Our thought leadership includes:

• Weekly Market Commentary: We provide weekly market commentary and analysis to help our clients stay informed about the latest market trends and economic developments.
• Research: We offer research and articles on a wide range of financial topics, including market trends, economic developments, and investment strategies.
• Outlook 2024: We believe that 2024 will be a turning point for the markets, with meaningful shifts in a few key areas, including inflation and recession risk.

Contact Us

At LaGreca Wealth Management, we are committed to providing our clients with exceptional service and expertise. If you have any questions or would like to learn more about our services, please do not hesitate to contact us.