Max Greenberg (CFP®)

Max Greenberg focuses in the
following client markets or areas of practice:

Business Owners

High Net Worth Client Needs

Investment Advice with Ongoing Management

Medical Professionals

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Mr. Greenberg specializes in building comprehensive long-term plans for the firm's high-net worth clients. The plans are custom tailored to each clients unique situation and utilize Monte Carlo simulations to predict the probability of outcomes for various scenarios.

Additional Information

Mr. Greenberg is an Executive Vice President and Financial Advisor at Altrius Capital Management. He is responsible for providing wealth management and financial planning advice to the firm’s high net worth clients as well as providing investment solutions for institutional clients. Mr. Greenberg received his Bachelor of Science in Finance from the Darla Moore School of Business at the University of South Carolina, his Certificate in Financial Planning from Boston University, and is a CERTIFIED FINANCIAL PLANNER™ professional.

Mr. Greenberg resides in Savannah, GA with his fiancé, Caitlin. Mr. Greenberg is an active member and volunteer in the Savannah South Rotary Club as well as the Lions Club of Savannah. When he's not giving back to the community or traveling to his clients, you can find Mr. Greenberg cheering on the South Carolina Gamecocks.

NAPFA Start Date

June 20, 2023

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