Gregory Gertz

Greg Gertz's mission is to help his clients articulate what they value most and inspire them to make financial decisions in alignment with those values.

When Greg meets with you, he will take you through a process designed to help you dream courageously about what you want to accomplish personally, professionally and financially. Typically, the discussion includes your wealth accumulation solutions for retirement, your investment solutions, insurance needs, estate analysis and education funding. Greg will offer you solutions to help bridge the gap between your current financial reality and your intentions.

When you become a client, Greg Gertz and his team will monitor your progress to make sure that you are on track for accomplishing your goals. The reasons people fail financially or otherwise are procrastination, lack of vision, and lack of preparation.

Greg Gertz strives to prepare his clients for the best and worst scenarios and create a long-term relationship based on quality service and integrity.

In The News

Greg, his family, and colleagues at Northwestern Mutual – Chicago in Deerfield were proud to be part of the first annual Hoops For Hope Fundraiser. Joining with John Karzen Basketball, together we have raised more than $10,000 for our Childhood Cancer Program and our non-profit partner, Alex's Lemonade Stand Foundation. Read more in this Chicago Tribune story.