Help Grow Your Retirement Confidence
We will help you create retirement income you can’t outlive.
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance company.
Our Process
You desire and deserve the simplicity and confidence to pursue your retirement goals and dreams. Our process focuses on five key areas of financial life to help give you that.
Income Planning
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Investment Planning
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Tax-Efficient Strategies Planning
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Health Care Planning
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Legacy Planning
Strategic Relationships
As part of our commitment to offering comprehensive financial services, we have engaged with AE Wealth Management, an SEC Registered Investment Advisory (RIA) firm based in Topeka, Kansas. Founded in 2016, AE Wealth Management supports independent financial advisors like us with a dedicated team of more than 140 professionals specializing in operations, compliance, investment management and coaching.
AE Wealth Management manages over $50 billion in assets under management (AUM) as of May 2026. AE Wealth Management serves as a turnkey asset management platform, providing resources and support for delivering investment advisory services. By collaborating with AE Wealth, we are able to access a diverse range of products and services from industry professionals designed to help address the complexities of today’s financial landscape. This relationship enhances the strategies and guidance we can offer as we work together toward your financial goals.
Click to learn more about AE Wealth Management and how they help us support our clients.
AE Wealth Management, LLC (AEWM) is an SEC Registered Investment Adviser (RIA) located in Topeka, Kansas. Registration does not denote any level of skill or qualification. Gregory Wealth Advisory is not an affiliate company of AE Wealth Management, LLC. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
This information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. None of the information contained herein shall constitute an offer to sell or solicit any offer to buy a security or insurance product.
Connect with Us
Whatever your needs or concerns, we’re here to help. You deserve a financial plan that will give you confidence that you can preserve what you’ve earned and pursue what you’ve envisioned. Contact us today and let’s start building a strategy together.
