Overview

Greenberg & Rapp Financial Group is a premier wealth preservation and transfer firm serving ultra-high-net-worth individuals, families, and business owners. As a financial planning advisor, we offer wealth management, private placement life insurance, estate planning, wealth transfer, retirement planning, and executive benefits. As PPLI specialists, we deliver a limited-competition strategy designed for tax efficiency and intergenerational wealth planning. Our clients also receive investment management services informed by independent, objective advice and institutional relationships with Goldman Sachs and PNC Bank. With offices in New Jersey, Washington, and Florida, our team helps families preserve and pass on generational wealth.