My name is Joe Grieco. I’m a native of the City of Steel, Pittsburgh PA, and since 1983 I’ve been dedicated to helping families like yours make smart choices with their money.
I started WealthKeep LLC, a Pennsylvania registered Limited Liability Corporation, for people who cannot afford to lose money: Older people, retired people and investors of any age who toss and turn when their money is vulnerable to risk and volatility.
As a private investor, you deserve honest, you-centered advice, not advice tied to person or firm that puts their interests ahead of yours. As a 39 year veteran advisor, consultant, Certified Financial Planner and Certified Coach, my work has been built on a simple organizing principle: Critical life-decisions are rooted in the love of family, the desire for optimum health, and the money necessary to support the first two. Family, health, money. In that order. What could be more important?
Along the way, I’ve learned that everybody has a “money story,” but too many of them have unhappy endings, so I help my clients move forward to something better without taking unnecessary risk. To my clients, making more money isn’t the end game. Keeping it is.
I welcome the opportunity to hear your story, and tell you mine. There are no obligations, never a hard sell and never any surprises, so please feel welcome to reach out to me here at WealthKeep.org or email [email protected], and feel welcome to call me at 412-522-0229. You’ll also find me in these places:
Certified Financial Planner. I earned my CFP® professional designation in 1987 through The College for Financial Planning, Denver, Colorado, and later served on their adjunct faculty. I’ve satisfied all registration, education and professional credential requirements to serve as a Certified Financial Planner professional. My CFP registration number is 14941, and you can find me listed here: www.CFP.net.
Certified Coach. In 2011, I earned my Certified Coach credential, having completed all Approved Coach-Specific Training Hours through Coach Training Alliance, member of the International Coaching Federation, the ICF.
FINRA Securities and Investment Advisor licensing. From 1983 through 2021, I was licensed with FINRA, the Financial Industry Regulatory Authority, satisfying all registration, education and continuing education requirements as a Registered Representative (Series 7, 63), Registered Investment Adviser Representative (Series 65), Registered Options Principal (Series 4) and Registered Supervisory Principal. (Series 24).
State Life Insurance Licensing. In 1983, I successfully tested for licensing as a Life and Annuities agent in the Commonwealth of Pennsylvania. My PA agent number is 320780.
Private Client Experience
Based on the clientele that I continue to serve, and the issues that are most important to them, I’ve decided to not renew my securities registrations with any broker-dealer. After thirty-nine years, I left the securities industry on my terms with a spotless regulatory compliance record, meaning no client complaints. I’m more proud of that than any other industry recognition or accomplishment, because I’ve always held fair, ethical treatment, and conflict-free relationships as my personal standard.
As an employee of some of the largest banks and brokerages in the US, I’ve coached and advised private client relationships exceeding $400 Million total portfolio assets, and $1.25 Billion in estate assets.
For decades, I’ve taught people how to invest their money and take care of their financial life, teaching the fundamentals of personal wealth management at the Community College of Allegheny County and the University of Pittsburgh.
I’ve written about how to invest. A few of my published articles, “All bubbles are bound to burst…,” appeared in The Pittsburgh Business Times, and “Solid Strategies for Generating Tax Alpha,” appeared in the Pennsylvania CPA Journal. I now publish my own content right here on WealthKeep.org.
Well, enough about me! I welcome the opportunity to learn more about you, hear your money story and help you solve some of your most pressing money problems.
And I promise there are no obligations, and never any surprises!
The terms “Certified Financial Planner “and “CFP® ” are exclusively reserved for professionals who successfully complete initial and ongoing certification requirements established by the Certified Financial Planner Board of Standards Inc.
The term Certified Coach is reserved for professionals who successfully completed certification requirements established by International Coaching Federation, and Coach Training Alliance.