At Wealth Haus, we are committed to providing a boutique, holistic wealth-building experience.

It all began with two friends, both financial advisors, and, as fate would have it, next-door neighbors—or almost. Greg and Clint live just two houses apart, and over time, that short walk between their homes became a well-worn path, the setting for many conversations about life, work, and their vision for serving clients. Both men shared a natural camaraderie, and their discussions often meandered from neighborhood happenings to family updates to the financial industry they both love. As they got to know each other better, their mutual respect deepened, revealing an undeniable truth: they could not be more aligned in values and goals, and could not be more different in skill sets.

Greg is the relationship builder, the one who effortlessly connects with others. With a background steeped in business and real estate, he has a talent for helping clients see their wealth holistically, as a tool to build not just assets, but meaningful lives. Clint compliments Greg’s relational warmth with his excellence as a strategist—with an analytical mind and an almost exacting attention to detail that makes him a careful steward of his clients’ financial landscapes. Greg likes to joke about Clint’s meticulous nature, and swears he once saw Clint in his yard trimming each blade of grass with scissors to ensure a uniform cut. Clint’s precise approach, balanced by Greg’s relational warmth, gave each of them a

glimpse into a way of serving clients that is both well-rounded and rare. What began as casual conversations soon became serious brainstorming sessions. As they walked down the sidewalk, cups of coffee in hand, they dreamed of creating a place where financial advice could go beyond numbers on a spreadsheet. They envisioned a space that wasn’t confined by the usual industry pressures or rigid quotas, but instead, focused on delivering a bespoke experience tailored to each client’s goals, challenges, and dreams. They wanted a firm where relationships came first, a firm where success wasn’t defined by sales but by the value and well-being they could build for those they served.

This shared vision became the foundation for Wealth Haus—a boutique, holistic wealth management firm dedicated to helping clients navigate their financial lives with clarity, confidence, and purpose. At Wealth Haus, Greg and Clint are committed to crafting a personalized experience for each client, handling the pressures and intricacies of financial decision-making so that their clients don’t have to face them alone. Driven by the belief that wealth building is as much about wisdom as it is about returns, Wealth Haus exists to serve, guide, and empower clients on their journey, to help ensure that every step is as intentional and fulfilling as the destination.