Gregg A. Hartman
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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Gregg A. Hartman

Senior Vice President–Wealth Management

Gregg entered the financial services industry in 1992 because he wanted to make the wealth planning process easy for individual clients to understand and implement. His focus is on retirement cash flow planning strategies. Clients unique goals are reviewed annually using the UBS Financial Goal Analysis financial planning tool. They also receive monthly market updates and quarterly investment strategy updates. Gregg provides his clients with services that anticipate their financial needs. He and his wife, Maureen, live in Independence, OH with their children Conor and Quinn.

Personal & Community

  • Enjoys spending time with children playing sports and boating
  • Involved in childrens school and extracurricular activities including coaching youth baseball
Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • ND
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV

Gregg A. Hartman

Education

  • B.B.A. in economics, Kent State University

Gregg A. Hartman

Lending services
Financial planning
Long-term care planning
Retirement planning
Philanthropy
Alternative investments
Business Owners
Corporate executives

Gregg A. Hartman

18500 Lake Road
Suite 400
Rocky River, OH 44116

Email Me

Gregg A. Hartman

Senior Vice President–Wealth Management

Gregg entered the financial services industry in 1992 because he wanted to make the wealth planning process easy for individual clients to understand and implement. His focus is on retirement cash flow planning strategies. Clients unique goals are reviewed annually using the UBS Financial Goal Analysis financial planning tool. They also receive monthly market updates and quarterly investment strategy updates. Gregg provides his clients with services that anticipate their financial needs. He and his wife, Maureen, live in Independence, OH with their children Conor and Quinn.

Personal & Community

  • Enjoys spending time with children playing sports and boating
  • Involved in childrens school and extracurricular activities including coaching youth baseball
Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • ND
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV

Education

  • B.B.A. in economics, Kent State University

Lending services
Financial planning
Long-term care planning
Retirement planning
Philanthropy
Alternative investments
Business Owners
Corporate executives
18500 Lake Road
Suite 400
Rocky River, OH 44116
  • (440) 356-8130

Email Me

Visit My Team Website

Gregg is a partner at The Cleveland Wealth Management Team. Visit our website below:

Team Website

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