Profile
“As my client base and staff have grown, it has become less about me and more about how I can empower others to embrace our carefully crafted culture”
David Pickler
Mayflower Advisors
Gregory Guenther, CRPC®, ChFEBC℠ is a fiduciary and financial planner with a special emphasis on comprehensive financial and retirement planning. He began his career in the Private Wealth Division of Smith Barney and prides himself on maintaining a pulse on advanced wealth management solutions.
Along with his partner, Anthony Caputo, Guenther established an independent planning practice in 2009 and a Registered Investment Advisory firm in 2020 to better serve the growing needs of his clients. Greg holds multiple financial certifications, designations, and licenses and through this broad range of expertise, he can understand his client’s unique financial planning and wealth management needs. He enjoys collaborating with clients to design, implement, and monitor customized planning strategies.
Outside of the office, Guenther is an avid traveler and adventure seeker. There is not a corner of the world that he plans to leave unexplored. He rarely shies away from a new and exciting experience and counts among his favorite adventures diving with large sharks in Pacific waters, successfully climbing Mount Kilimanjaro, walking with wild lions in South Africa, and most recently, trekking the Inca Trail and climbing the Old Mountain of Machu Picchu in Peru.
Above all, Guenther is a devoted family man. His wife, Ana, is a research scientist originally from Brazil, and their two daughters share their parent’s love for adventure and exploration.
106 Main Street, Suite D, Matawan, NJ 07747
877 651 8949
Greg@GRANTvest.com
linkedin.com/in/gregory-guenther-9080761a
grantvest.com
Greg Guenther
CEO and Co-Founder
GRANTvest Financial Group
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Milestones
“Philanthropy is more than writing checks – it’s about community engagement and presence. Whether that means joining a local board to share our voice or spearheading a capital campaign to raise crucial funds for a non-profit, Pickler Wealth Advisors moves the needle through the lens of compassionate leadership”
David Pickler
Mayflower Advisors
2005–2006
2006–2009
2020
2009
2023
Worked at the Private Wealth Division of Smith Barney (now Morgan Stanley) in Providence, RI
2005–
2006
Vice president at a Private Investment Firm in Red Bank, NJ
2006–
2009
Current CEO and co-founder at GRANTvest Financial Group in Matawan, NJ
2020
Current independent financial professional in Matawan, NJ
Has been quoted in Fortune, CNBC, Bloomberg, Time, CBS MoneyWatch, YahooFinance, Investopedia, Financial Planning, MarketWatch, InvestmentNews, and ThinkAdvisor for his thought leadership and insights into financial and retirement planning
Has received multiple awards, including the InvestmentNews Financial Advisor of the Year in the Northeast Region, IN Top Financial Advisors in the USA, IN Hot List, ETF.com’s Top 50 RIAs in America, multiple Official Communities Choice Awards for Top Investment Firms, and more
2009
Became managing director, wealth management
2023
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
In addition to this, the advisor has amassed a collection of impressive accolades, including:
tax management
inflation protection
estate planning coordination
sales@icapitalnetwork.com
With over 25 years of experience, Glazer has received a collection of accolades throughout his career, including:
“From my earliest memories, I always had a passion for service,” says David Pickler, president and CEO of Pickler Wealth Advisors.
After joining investment bank PaineWebber in 1984, the CEO decided to pursue a legal education with the hopes of combining this passion for finance and the law.
“I found equal fulfilment in advising in the legal arena. I began to build a plan for a career that could serve both sets of clients. I wanted to fulfil the dream of building a practice that could incorporate financial advocacy, legal advocacy and, eventually, tax and accounting. A place that was truly client-centric,” reflects Pickler.
With certifications in private wealth and financial planning and a law degree from the University of Memphis, Pickler established his firm in 2005.
“Pickler Wealth Advisors opened with a team dedicated to delivering unparalleled client service. Our goal was to set new standards of excellence. We were, and still are, dedicated to client service that exceeds that found at wirehouses.”
With over 25 years of industry expertise, Pickler knows that establishing client trust is all about communication. The firm’s robust strategy includes an array of weekly market calls, podcasts and television episodes that educate clients and provide updates on recent market occurrences.
As a result of his outstanding dedication to client services, Pickler has won a number of awards:
Barron Magazine’s Top 1,000 Financial Advisors
Financial Times Top 400 Advisors
Forbes’ Best-in-State Wealth Advisor
Forbes Best in State Wealth Advisor
Financial Planning Magazine Pro Bono Planner of the Year
Boston Magazine Five-Star Wealth Manager
As a testament to Glazer’s dedication to providing leading financial management services, Mayflower Advisors holds a 98 percent client retention rate – serving three generations of clients.
Despite being in business for 50 years, Glazer remains dedicated to reimagining how to better partner with the next generation of clients and their families.
“We live and breathe relationships and service. We have been through it all – recession, financial crisis, bull markets, inflation – and along the way we can see what works. We have helped hundreds of families retire, finance their dreams, and send their children and grandchildren to college. When the families call and thank us or send pictures, it is incredibly rewarding.”
Glazer recalls dinner conversations as a child with his father sharing valuable financial lessons that he still uses today.
“We talked about savings, the dangers of debt, living within your means, paying down your mortgage, and not being impressed by flash. We employ those same basic lessons in managing risk and educating our clients,” says Glazer.
“At the end of the day, we are in the business of serving others and understanding their values,” continues the co-founder. “Our practice strives to offer a culture of stability, accountability, and teamwork, focusing exclusively on serving the long-term financial life management needs of our clients.”
With over 25 years of experience, Glazer has received a collection of accolades throughout his career, including:
2005–2006
2006–2009
2020
2009
2023
Became managing director, wealth management
2023
Current independent financial professional in Matawan, NJ
Has been quoted in Fortune, CNBC, Bloomberg, Time, CBS MoneyWatch, YahooFinance, Investopedia, Financial Planning, MarketWatch, InvestmentNews, and ThinkAdvisor for his thought leadership and insights into financial and retirement planning
Has received multiple awards, including the InvestmentNews Financial Advisor of the Year in the Northeast Region, IN Top Financial Advisors in the USA, IN Hot List, ETF.com’s Top 50 RIAs in America, multiple Official Communities Choice Awards for Top Investment Firms, and more
2009
Current CEO and co-founder at GRANTvest Financial Group in Matawan, NJ
2020
Vice president at a Private Investment Firm in Red Bank, NJ
2006–
2009
Worked at the Private Wealth Division of Smith Barney (now Morgan Stanley) in Providence, RI
2005–
2006
Milestones