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A full-service independent firm, LaGreca Wealth Management offers objective advice and portfolio management for families and businesses across the United States. LaGreca Wealth Management was founded on the belief that every client is unique, and as such, financial plans should be tailored to each individual client.
On October 19, 1987 a global financial panic ensued and 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. That day is forever known as Black Monday. Though a child at the time, Paul A. LaGreca Jr, Founder & President of LaGreca Wealth Management, recalls his father, also a financial advisor, making phone calls from the kitchen table to every client late into the evening to discuss what had happened that day and how best to proceed. That experience offered an invaluable lesson in hard work, honesty and compassion that guides LaGreca Wealth Management today.
The Dow Jones Industrial Average is comprised of 30 stocks that are major factors in their industries and widely held by individuals and institutional investors. The DJIA is an unmanaged index which cannot be invested into directly. Past performance is no guarantee of future results.
PresidentPaul A. LaGreca Jr. brings more than a decade of financial and investment experience to LaGreca Wealth Management, the company he founded in 2008. Prior to founding LaGreca Wealth Management, Paul spent five years managing the Danvers, MA office for a large multinational investment firm. Prior to that, Paul laid the foundation for his successful career in wealth management as an acquisitions analyst for a large national healthcare provider. Paul earned his degree in business from Bentley College.
Paul currently holds his series 7, 24, 63, and 66 securities registrations with LPL Financial and is life and health insurance licensed. Paul is an LPL Registered Principal and LPL Investment Advisor Representative.
Paul’s top priorities are to keep his clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their goals.
Branch Operations ManagerPaul Sr. brings more than three decades of investment management experience and knowledge to LaGreca Wealth Management. Prior to joining our firm, Paul Sr. managed client wealth most recently at RBC Wealth Management and prior to that twenty-five years with A.G. Edwards & Sons.
As a non-licensed Branch Operations Manager, Paul Sr. strengthens our in-house research capabilities and coordinates our marketing and long-term growth plans. In addition, Paul Sr. helps ensure clients and business partners always receive the high level of service that is the hallmark of our firm.
The planning process we engage in is not a once in a lifetime event. It is evolutionary, taking into account ongoing changes in your life, your resources and the financial decisions you need to consider.